Client Services Specialist - Financial Advisors

100 Raymond James & Associates, Inc.; Boca Raton (FL); Presencial; USD 45.000 - 60.000; Tempo integral

Benefícios oferecidos por esta vaga

Medical, dental, and vision insurance

Life insurance

Disability benefits

Retirement savings plan

Paid time off

Resumo da vaga

Raymond James in Boca Raton, FL seeks a Client Service Associate to provide high-quality administrative support to Financial Advisors, clients, and branch staff. You will manage multi-channel communications, process client transactions, open new accounts, and maintain CRM records with accuracy and efficiency.

The role emphasizes organization, problem solving, and collaboration across teams, with opportunities for professional development in a growth-focused environment.

Qualificações

• High School Diploma or equivalent and 1+ year securities industry or related work experience preferred.
• Strong communication skills across phone, email, in-person and virtual channels.
• Organizational skills with accuracy and attention to detail.
• Ability to manage multiple tasks, priorities and deadlines in a fast-paced environment.
• Experience with CRM software and routine financial transactions is a plus.

Responsabilidades

• Handle high-volume daily client interactions via phone, email, in-person and mailings.
• Assist Financial Advisors and branch staff with administrative tasks and meeting scheduling.
• Process client financial transactions and expenses; open new client accounts.
• Prepare letters, forms and client reports; maintain CRM records and files.
• Support marketing efforts and client-facing events; may enter orders per advisor direction.

Conhecimentos

CRM software

Excel

Communication

Organization

Customer service

Time management

Formação

High School Diploma or equivalent

Securities Industry Essentials Exam (SIE)

Ferramentas

CRM software

Microsoft Excel

Descrição da vaga

Raymond James in Boca Raton, FL seeks a Client Service Associate to provide high-quality administrative support to Financial Advisors, clients, and branch staff. You will manage multi-channel communications, process client transactions, open new accounts, and maintain CRM records with accuracy and efficiency.

The role emphasizes organization, problem solving, and collaboration across teams, with opportunities for professional development in a growth-focused environment.