Client Services Coordinator for Financial Advisors

Raymond James; Loves Park (IL); On-site; USD 45,000 - 65,000; Full time

Job summary

Raymond James is seeking a dynamic Client Service Associate to provide high-touch administrative support for Financial Advisors, clients, and branch staff. The role requires effective multi-platform communication and strong organizational skills in a fast-paced environment.

The position entails handling client accounts, preparing reports, and assisting with marketing events, research, and CRM data management to ensure accuracy and timely submission.

Qualifications

• High School Diploma or equivalent and one or more years securities industry or related work experience preferred.

Responsibilities

• Services a high volume of daily interactions with prospective and existing clients by phone, in person, virtually or via mailings.
• Provides crucial support to financial advisors and the branch office.
• Processes client transactions and expense reports with accuracy and organization.

Skills

CRM software

Excel

Effective communication

Education

High School Diploma

Job description

Raymond James is seeking a dynamic Client Service Associate to provide high-touch administrative support for Financial Advisors, clients, and branch staff. The role requires effective multi-platform communication and strong organizational skills in a fast-paced environment.

The position entails handling client accounts, preparing reports, and assisting with marketing events, research, and CRM data management to ensure accuracy and timely submission.