Client Services Pro | Admin & CRM Support for Advisors

100 Raymond James & Associates, Inc.; Louisville (KY); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Retirement plan

PTO

Job summary

Raymond James is seeking a diligent Client Service Associate to provide high-touch administrative support to Financial Advisors and clients in our Louisville branch. You will handle client inquiries, manage documentation, and support marketing efforts while maintaining precise records.

The role requires strong communication across channels, excellent organization, and attention to detail in a fast-paced environment. Join a team focused on service, integrity, and growth.

Qualifications

• High School Diploma or equivalent and 1+ year securities industry or related experience preferred.
• Strong communication across phone, email, in-person and virtual channels.
• Ability to organize, manage multiple priorities with accuracy.

Responsibilities

• Handle high-volume client interactions via phone, email, and in person.
• Process client financial transactions and prepare reports for Advisors.
• Open new accounts and verify client documentation for accuracy.
• Assist Advisors with events and marketing efforts including seminars.
• Maintain CRM records and provide timely follow-up and reporting.

Skills

CRM software

Excel

Communication

Organization

Problem solving

Teamwork

Detail orientation

Education

High School Diploma

Tools

CRM software

Job description

Raymond James is seeking a diligent Client Service Associate to provide high-touch administrative support to Financial Advisors and clients in our Louisville branch. You will handle client inquiries, manage documentation, and support marketing efforts while maintaining precise records.

The role requires strong communication across channels, excellent organization, and attention to detail in a fast-paced environment. Join a team focused on service, integrity, and growth.