Client Services Associate - Financial Advisory Support

Raymond James Financial, Inc.; Wesley Chapel (FL); On-site; USD 40,000 - 55,000; Full time

Job summary

Raymond James Financial, Inc. in Wesley Chapel, FL seeks a Client Service Associate to provide high-touch support to Financial Advisors, clients and branch staff. You will manage client inquiries, schedule meetings, process basic transactions, open new accounts, and maintain CRM records with accuracy.

Strong communication and organizational skills are essential for success in a fast-paced environment; HS diploma and 4–6 months securities experience preferred.

Qualifications

• High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred.
• Education: High School (HS) required.

Responsibilities

• Serves a high volume of daily interactions with clients on the phone, in-person, or virtually.
• Opens new client accounts and researches client information in internal databases.
• Maintains accurate client paperwork and documentation prior to submission and processing.

Skills

Client service

CRM software

Excel

Effective communication

Organizational skills

Education

High School Diploma or equivalent

Tools

CRM software

Job description

Raymond James Financial, Inc. in Wesley Chapel, FL seeks a Client Service Associate to provide high-touch support to Financial Advisors, clients and branch staff. You will manage client inquiries, schedule meetings, process basic transactions, open new accounts, and maintain CRM records with accuracy.

Strong communication and organizational skills are essential for success in a fast-paced environment; HS diploma and 4–6 months securities experience preferred.