Client Services Specialist - Advisor Support

Raymond James Financial, Inc.; Houston (TX); On-site; USD 42,000 - 66,000; Full time

Job summary

Raymond James Financial, Inc. is seeking a dynamic Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff.

The role requires strong communication across platforms, exceptional organization, and the ability to manage multiple tasks in a fast-paced environment. Ideal candidates will have a High School Diploma or equivalent and at least 1 year of securities industry experience.

Qualifications

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

Responsibilities

• Assist Financial Advisors with client interactions and scheduling.
• Process client financial transactions and expense reports.
• Open new client accounts and research client information.
• Prepare letters, forms and client reports.
• Maintain CRM records and support marketing events.
• Provide high level customer service and handle inquiries.

Skills

Effective communication

Organization

Problem solving

Education

High School Diploma

Securities industry experience preferred

Tools

CRM software

Excel

Job description

Raymond James Financial, Inc. is seeking a dynamic Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff.

The role requires strong communication across platforms, exceptional organization, and the ability to manage multiple tasks in a fast-paced environment. Ideal candidates will have a High School Diploma or equivalent and at least 1 year of securities industry experience.