Client Services Specialist - Financial Advisor Support

raymondjames; Nashville (TN); On-site; USD 48,000 - 60,000; Full time

Job summary

Raymond James is seeking a Client Service Associate in Nashville to provide high-touch administrative support to Financial Advisors and clients. The role requires strong communication, organization, and the ability to manage multiple tasks in a fast-paced environment.

The right candidate will handle client inquiries across channels, assist with account openings, prepare reports, and help maintain CRM records while supporting branch staff and marketing activities.

Qualifications

• High School Diploma or equivalent.
• 1+ year securities industry experience preferred.
• Strong communication and organization skills.

Responsibilities

• Handle a high volume of client interactions by phone, email, in person, and mailings.
• Support Financial Advisors and branch staff with administrative tasks.
• Process client financial transactions and expense reports accurately.
• Open new client accounts and research client information.
• Prepare letters, forms, and client reports.
• Maintain CRM records and assist with marketing events.

Skills

Communication

Attention to detail

Time management

Education

High School Diploma

Tools

CRM Software

Excel

Job description

Raymond James is seeking a Client Service Associate in Nashville to provide high-touch administrative support to Financial Advisors and clients. The role requires strong communication, organization, and the ability to manage multiple tasks in a fast-paced environment.

The right candidate will handle client inquiries across channels, assist with account openings, prepare reports, and help maintain CRM records while supporting branch staff and marketing activities.