Client Service Specialist for Wealth Management

100 Raymond James & Associates, Inc.; Tampa (FL); On-site; USD 42,000 - 66,000; Full time

Job summary

Raymond James is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, their clients and branch staff. The role requires strong communication, organization, and CRM skills to manage multiple tasks in a fast-paced environment.

You will handle client inquiries, open accounts, process documentation, and support marketing efforts for client events while maintaining accuracy and service quality.

Qualifications

• High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
• Education: High School (HS) (Required).
• General Experience: 0 to 3 months.
• Travel: Less than 25%.

Responsibilities

• Handles a high volume of client interactions by phone, in-person, virtually and via mailings.
• Opens new client accounts and researches client and security information.
• Prepares letters, forms and reports to assist servicing existing clients and prospecting for new clients.
• Maintains Client Relationship Management (CRM) data and generates client-specific reporting.
• Assists Financial Advisors with marketing efforts and client-facing events.
• Performs follow-ups to ensure timely completion of submitted items.

Skills

CRM software

Excel

Effective communication

Organization

Customer service

Education

High School Diploma (HS) or equivalent

Tools

CRM software

Job description

Raymond James is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, their clients and branch staff. The role requires strong communication, organization, and CRM skills to manage multiple tasks in a fast-paced environment.

You will handle client inquiries, open accounts, process documentation, and support marketing efforts for client events while maintaining accuracy and service quality.