Client Services Associate for Financial Advisors

Raymond James Financial, Inc.; Jackson (TN); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Benefits package

Job summary

Raymond James Financial, Inc. is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, prospective and existing clients, and branch staff.

The role emphasizes effective communication across platforms and the ability to manage multiple tasks in a fast-paced environment. The ideal candidate will be detail-oriented, organized, and capable of handling sensitive information while building strong client relationships.

Qualifications

• High School Diploma or equivalent required; 0–3 months securities industry or related experience preferred.

Responsibilities

• Serve a high volume of daily client interactions via phone, in-person, and email.
• Process client financial transactions and reports with accuracy and timeliness.
• Open new client accounts and research client and security information in internal databases.
• Prepare letters, forms and reports to support servicing existing clients and prospecting.

Skills

Client communication

Organization

Time management

Problem solving

Education

High School Diploma

Tools

CRM software

Excel

Job description

Raymond James Financial, Inc. is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, prospective and existing clients, and branch staff.

The role emphasizes effective communication across platforms and the ability to manage multiple tasks in a fast-paced environment. The ideal candidate will be detail-oriented, organized, and capable of handling sensitive information while building strong client relationships.