Client Services Specialist – Financial Advisory Support

100 Raymond James & Associates, Inc.; Coral Gables (FL); On-site; USD 42,000 - 56,000; Full time

Job summary

Raymond James in Florida is seeking a Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. This role requires clear communication across phone, email, in-person, and virtual channels, and the ability to manage multiple tasks with changing priorities in a fast-paced environment.

The ideal candidate has a High School Diploma or equivalent and 0–3 months or more securities industry experience, strong organizational skills, and proficiency with

Qualifications

• High School Diploma or equivalent; securities industry or related experience preferred.
• Strong communication skills across multiple platforms (phone, email, in-person, virtual).
• Ability to organize, manage, and track multiple tasks with changing priorities.

Responsibilities

• Services a high volume of daily interactions with clients and prospects by phone, in person, virtually, and via mailings.
• Provides crucial support to Financial Advisors and branch staff.
• Processes client financial transactions and prepares related reports and documents.
• Maintains client accounts and researches information using internal databases.
• Creates and maintains CRM records and assisting with marketing events.

Skills

CRM software

Excel

Customer service

Communication

Organizational skills

Education

High School Diploma or equivalent

Tools

Salesforce (CRM)

Job description

Raymond James in Florida is seeking a Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. This role requires clear communication across phone, email, in-person, and virtual channels, and the ability to manage multiple tasks with changing priorities in a fast-paced environment.

The ideal candidate has a High School Diploma or equivalent and 0–3 months or more securities industry experience, strong organizational skills, and proficiency with