Client Services Specialist - Compliance & Operations

Raymond James Financial, Inc.; Saint Petersburg (FL); On-site; USD 42,000 - 62,000; Full time

Job summary

Raymond James Financial, Inc. is seeking a detail-oriented professional to support client service activities and regulatory compliance. You will handle inquiries via telephone, email, and mail, escalating complex issues as necessary, while creating and maintaining essential documents and databases.

The role requires accurate data entry, budgeting inputs, and timely, professional communication with internal teams and clients. A solid grasp of Microsoft Office and document management is preferred.

Qualifications

• Ability to follow policies and procedures and regulatory codes relevant to own work.
• Answer calls and assist callers or inquiries by email or mail, directing complex matters as needed.
• Create, update and provide best-practice support on Microsoft documents, databases and other departmental systems.
• Provide support for range of client service activities, including handling complex inquiries.

Responsibilities

• Develop working knowledge of organization's policies and regulatory codes to meet required standards.
• Answer telephone and assist callers or inquiries by email or mail; direct complex matters to colleagues as needed.
• Produce, update and provide best-practice support on Microsoft documents, databases, and other systems including budgeting and expenses.
• Carry out client service activities, including handling client cases and inquiries that are more complex or outside the norm.

Skills

Communication

Documentation

Client Management

Time Management

Tools

Microsoft Office

Job description

Raymond James Financial, Inc. is seeking a detail-oriented professional to support client service activities and regulatory compliance. You will handle inquiries via telephone, email, and mail, escalating complex issues as necessary, while creating and maintaining essential documents and databases.

The role requires accurate data entry, budgeting inputs, and timely, professional communication with internal teams and clients. A solid grasp of Microsoft Office and document management is preferred.