Client Services Specialist – Financial Advisors

Raymond James; New Orleans (LA); On-site; USD 42,000 - 72,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James in New Orleans is seeking a Client Service Associate to deliver high-touch administrative support to Financial Advisors, clients and branch staff. You will handle a high volume of client interactions, schedule meetings, process transactions, and help ensure accuracy across documentation and CRM records.

This role requires excellent communication across channels, strong organizational skills, and the ability to manage competing priorities in a fast-paced environment.

Qualifications

• High School Diploma or equivalent; 1+ years securities industry or related work experience preferred.
• Equivalent combination of experience, education, and/or training as approved by Human Resources.

Responsibilities

• Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
• Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
• With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports
• Opens new client accounts and researches client and security information using internal databases and other technologies.
• For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.
• Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
• Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.
• Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
• Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
• May enter orders at the direction of the Financial Advisor.
• Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
• Performs other duties and responsibilities as assigned.

Skills

Communication

Education

High School Diploma or equivalent

Tools

CRM software

Excel

Job description

Raymond James in New Orleans is seeking a Client Service Associate to deliver high-touch administrative support to Financial Advisors, clients and branch staff. You will handle a high volume of client interactions, schedule meetings, process transactions, and help ensure accuracy across documentation and CRM records.

This role requires excellent communication across channels, strong organizational skills, and the ability to manage competing priorities in a fast-paced environment.