Client Services Associate for Financial Advisors

raymondjames; Naperville (IL); On-site; USD 45,000 - 70,000; Full time

Job summary

Raymond James seeks a dynamic Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires excellent communication across in-person, phone, email, and virtual channels, with strong organizational skills to manage multiple priorities in a fast-paced environment.

The position involves processing client transactions, maintaining documentation, managing accounts, and supporting marketing events.

Qualifications

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

Responsibilities

• Serve a high volume of daily interactions including inquiries and meeting scheduling with clients.
• Process client financial transactions and advisor/branch expenses and expense reports.
• Open new client accounts and research client and security information in internal databases.

Skills

CRM software

Excel

Communication

Education

High School Diploma

Job description

Raymond James seeks a dynamic Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires excellent communication across in-person, phone, email, and virtual channels, with strong organizational skills to manage multiple priorities in a fast-paced environment.

The position involves processing client transactions, maintaining documentation, managing accounts, and supporting marketing events.