Client Service Specialist for Financial Advisors

100 Raymond James & Associates, Inc.; Shreveport (LA); Hybrid; USD 35,000 - 55,000; Full time

Job summary

Raymond James is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The role requires effective multi-channel communication, strong organizational skills, and the ability to manage multiple tasks and deadlines in a fast-paced environment.

The successful candidate will assist with client transactions, documentation, reporting, and events, working closely with branch staff to deliver excellent service.

Qualifications

• High School Diploma or equivalent required, securities industry experience preferred.
• Strong communication skills across phone, email, and in-person channels.
• Proficient with CRM software and basic financial concepts.

Responsibilities

• Handle high-volume client inquiries and scheduling across multiple channels.
• Open and maintain client accounts and assist with documentation.
• Support Financial Advisors with client communications and meeting preparation.

Skills

CRM software

Excel

Client service

Communication

Education

High School Diploma

Tools

CRM platforms

Job description

Raymond James is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The role requires effective multi-channel communication, strong organizational skills, and the ability to manage multiple tasks and deadlines in a fast-paced environment.

The successful candidate will assist with client transactions, documentation, reporting, and events, working closely with branch staff to deliver excellent service.