Client Services Specialist

100 Raymond James & Associates, Inc.; Springfield (MI); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Paid time off

Parental leave

Job summary

Raymond James is seeking a dynamic Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role emphasizes strong communication, meticulous organization, and proactive follow-up to ensure accurate processing of client transactions and documentation.

The ideal candidate will handle scheduling, client inquiries, and various accounting-related tasks, contributing to seamless service delivery and client satisfaction in a fast-paced

Qualifications

• Requires high school diploma and 0–3 months of securities industry or related experience preferred.
• Strong communication skills across phone, email, in-person, and virtual platforms.

Responsibilities

• Serve a high volume of daily client interactions by phone, in person, and via email.
• Open new client accounts and verify information in internal systems.
• Prepare letters, forms, and reports to support servicing and prospecting efforts.
• Maintain client records using CRM software and generate routine reports.

Skills

CRM knowledge

Communication

Multitasking

Attention to detail

Customer service

Education

High School Diploma

Tools

CRM software

Job description

Raymond James is seeking a dynamic Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role emphasizes strong communication, meticulous organization, and proactive follow-up to ensure accurate processing of client transactions and documentation.

The ideal candidate will handle scheduling, client inquiries, and various accounting-related tasks, contributing to seamless service delivery and client satisfaction in a fast-paced