Client Services Specialist: Financial Admin & Support

Raymond James; Louisville (KY); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Retirement savings / 401(k)

Job summary

Raymond James in Louisville seeks a Client Service Associate to deliver high‑touch administrative support to Financial Advisors, clients, and the branch team. You will handle inquiries, scheduling, account openings, and CRM data upkeep with accuracy in a fast-paced, client-centered environment.

Ideal candidates bring a HS diploma, 0–3 months to 1 year securities experience, strong communication, and proficiency with CRM software and Excel.

Qualifications

• High School Diploma or equivalent and one or more years securities industry or related work experience preferred.
• Excellent communication and organizational skills required.
• Ability to manage multiple tasks with accuracy in a fast-paced environment.

Responsibilities

• Serve a high volume of client interactions by phone, email, in person, and via mailings.
• Open new client accounts and research client information using internal databases.
• Prepare letters, forms and reports to support servicing existing clients and prospecting for new clients.
• Process client financial transactions and expenses with accuracy.
• Maintain CRM records and assist with marketing events and seminars.

Skills

Effective communication

Customer service

Teamwork

Education

High School Diploma

Tools

CRM software

Excel

Job description

Raymond James in Louisville seeks a Client Service Associate to deliver high‑touch administrative support to Financial Advisors, clients, and the branch team. You will handle inquiries, scheduling, account openings, and CRM data upkeep with accuracy in a fast-paced, client-centered environment.

Ideal candidates bring a HS diploma, 0–3 months to 1 year securities experience, strong communication, and proficiency with CRM software and Excel.