Client Services Specialist

Raymond James; Guam; On-site; USD 42,000 - 64,000; 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-touch administrative support to Financial Advisors, their clients, and branch staff. The role requires effective communication across multiple channels and the ability to organize, manage, and track multiple tasks with changing priorities in a fast-paced environment.

The position emphasizes accuracy in processing client transactions and expenses, opening client accounts, preparing reports, and maintaining CRM records.

Qualifications

• High School Diploma or equivalent and 1+ year securities industry or related experience preferred.

Responsibilities

• Serve high volume client inquiries and schedule meetings via phone, in-person, virtual or mailings.
• Provide crucial support to Financial Advisors and branch staff in a dynamic team environment.
• Process client financial transactions and expenses with accuracy; prepare letters, forms and reports.
• Open new client accounts and research client information using internal databases and technologies.
• Maintain CRM records and assist with marketing events and client engagements.

Skills

CRM software

Excel

Effective communication across client‑

Education

High School Diploma

Job description

Raymond James is seeking a Client Service Associate to deliver high-touch administrative support to Financial Advisors, their clients, and branch staff. The role requires effective communication across multiple channels and the ability to organize, manage, and track multiple tasks with changing priorities in a fast-paced environment.

The position emphasizes accuracy in processing client transactions and expenses, opening client accounts, preparing reports, and maintaining CRM records.