Client Services Associate for Financial Advisors

100 Raymond James & Associates, Inc.; Mishawaka (IN); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. You will manage client interactions across phone, in-person, email, and virtual channels, while maintaining accurate documentation and CRM data.

The role emphasizes strong communication, organization, and multitasking in a fast-paced environment, with opportunities for professional development and cross-training.

Qualifications

• High School Diploma or equivalent and one 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.

Responsibilities

• Handles high-volume client interactions by phone, in person, and email.
• Schedules meetings and processes client transactions and expenses.
• Opens new client accounts and maintains CRM records.
• Prepares letters, forms and reports to assist servicing existing clients and prospecting for new clients.
• Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.

Skills

CRM software

Excel reporting

Communication

Multi-channel comm

Organizational skills

Attention to detail

Customer service

Teamwork

Education

High School Diploma

Tools

CRM

Job description

Raymond James is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. You will manage client interactions across phone, in-person, email, and virtual channels, while maintaining accurate documentation and CRM data.

The role emphasizes strong communication, organization, and multitasking in a fast-paced environment, with opportunities for professional development and cross-training.