Client Services Specialist - Financial Advisor Support

Raymond James Financial, Inc.; Clarkston (MI); On-site; USD 45,000 - 60,000; Full time

Job summary

Raymond James Financial, Inc. seeks a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires effective communication across phone, email, in-person and virtual channels.

You will organize and track tasks in a fast-paced environment, open new client accounts, handle client paperwork, and assist with marketing events and reporting. A detail-oriented, proactive approach is essential.

Qualifications

• High School Diploma or equivalent and 1+ years securities industry or related work experience preferred.
• Familiarity with client data and account documentation.
• Strong attention to detail and accuracy in handling financial information.

Responsibilities

• Handle high-volume client interactions by phone, in person, email, and mailings.
• Support financial advisors and branch office personnel with administrative tasks.
• Process client transactions and advisor/branch expenses and expense reports.
• Open new client accounts and verify information in internal systems and databases.
• Ensure client paperwork is accurate and complete prior to submission; follow up as needed.
• Prepare letters, forms and reports to assist servicing existing clients and prospecting new clients.
• Maintain and generate client-specific reports and CRM records.
• Assist with marketing events/seminars and client-facing activities.
• Enter orders as directed by the Financial Advisor.
• Pursue training and development opportunities to stay current on policies.

Skills

Effective communication

Organizational skills

Multichannel engagement

Team collaboration

Education

High School Diploma or equivalent

Tools

CRM software

Excel

Job description

Raymond James Financial, Inc. seeks a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires effective communication across phone, email, in-person and virtual channels.

You will organize and track tasks in a fast-paced environment, open new client accounts, handle client paperwork, and assist with marketing events and reporting. A detail-oriented, proactive approach is essential.