Client Services & Financial Admin Associate

Raymond James; Santa Fe (NM); On-site; USD 38,000 - 52,000; 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 deliver high-quality administrative support to Financial Advisors and clients. The role requires strong communication, organization, and attention to detail in a fast-paced branch environment.

You will manage scheduling, transaction processing, and documentation, while assisting with client outreach and events. A High School diploma and excellent interpersonal skills are essential for success.

Qualifications

• Strong written and verbal communication with clients and colleagues.
• Ability to organize, prioritize, and manage multiple tasks with deadlines.
• Proficiency with CRM systems and Microsoft Office for reporting and correspondence.

Responsibilities

• Provide high-quality client service to Financial Advisors and clients.
• Schedule meetings and handle routine inquiries via phone, email, or in person.
• Process client transactions and maintain accurate documentation.
• Prepare business reports and assist with marketing events and client outreach.

Skills

CRM software

Excel

Communication

Multi-tasking

Education

High School Diploma

Tools

Microsoft Office

Job description

Raymond James is seeking a Client Service Associate to deliver high-quality administrative support to Financial Advisors and clients. The role requires strong communication, organization, and attention to detail in a fast-paced branch environment.

You will manage scheduling, transaction processing, and documentation, while assisting with client outreach and events. A High School diploma and excellent interpersonal skills are essential for success.