Client Services & Admin Specialist

Raymond James; Auburn Hills (MI); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Benefits package

Paid time off

Retirement savings plan

Job summary

Raymond James is seeking a dynamic Client Service Associate who provides high-quality administrative support to Financial Advisors and clients. The role emphasizes exceptional communication across phone, email, in-person, and virtual interactions, and requires strong organizational skills to manage multiple tasks with changing priorities.

The successful candidate will open new client accounts, process transactions, assist with marketing efforts, and generate reports while maintaining accurate

Qualifications

• High School Diploma or equivalent; 1+ years securities experience preferred.
• Strong organization and communication abilities; capable of handling multiple tasks with deadlines.

Responsibilities

• Serves a high volume of daily client interactions by phone, in person, email, and mailings.
• Supports Financial Advisors and branch staff in a dynamic team environment.
• Processes client financial transactions and expenses with accuracy and compliance.
• Opens new client accounts and researches client info using internal databases.
• Prepares letters, forms and reports to service existing clients and prospect for new ones.
• Maintains records in CRM and generates client-specific reports for advisors.
• Assists with marketing events and seminars for clients.
• Participates in training and professional development opportunities.
• Performs other duties as assigned.

Skills

CRM usage

Excel proficiency

Communication skills

Multitasking

Education

High School diploma

Tools

CRM software

Microsoft Excel

Job description

Raymond James is seeking a dynamic Client Service Associate who provides high-quality administrative support to Financial Advisors and clients. The role emphasizes exceptional communication across phone, email, in-person, and virtual interactions, and requires strong organizational skills to manage multiple tasks with changing priorities.

The successful candidate will open new client accounts, process transactions, assist with marketing efforts, and generate reports while maintaining accurate