Client Service Specialist for Financial Advisors

Raymond James Financial, Inc.; Santa Fe (NM); On-site; USD 42,000 - 64,000; Full time

Job summary

Raymond James Financial, Inc. is seeking a Client Service Associate to provide high-quality administrative support to Financial Advisors, clients, and branch staff. You will handle high-volume client interactions, scheduling, and processing transactions with accuracy.

The role requires strong organizational skills, attention to detail, and effective communication across in-person, phone, email, and virtual channels. A high school diploma and 1+ year securities industry experience are preferred.

Qualifications

• High School Diploma or equivalent.
• 1+ year securities industry or related work experience preferred.

Responsibilities

• Services a high volume of daily interactions with prospective and existing clients via phone, in-person, virtual, and mailings.
• Provides crucial support to financial advisors and branch office teams.
• Processes client financial transactions and expense reports with accuracy.
• Opens new client accounts and researches client information using internal databases.
• Ensures client paperwork is accurate prior to submission and follows up to completion.
• Prepares letters, forms and reports to assist servicing existing clients and prospecting new clients.
• Creates and maintains client records in CRM software and related systems.
• Assists with marketing efforts including seminars and client-facing events.

Skills

CRM software

Excel

Effective communication

Education

High School Diploma or equivalent

1+ year securities industry experience preferred

Job description

Raymond James Financial, Inc. is seeking a Client Service Associate to provide high-quality administrative support to Financial Advisors, clients, and branch staff. You will handle high-volume client interactions, scheduling, and processing transactions with accuracy.

The role requires strong organizational skills, attention to detail, and effective communication across in-person, phone, email, and virtual channels. A high school diploma and 1+ year securities industry experience are preferred.