Client Services Specialist (Financial Advisory Support)

raymondjames; Gainesville (FL); On-site; USD 40,000 - 56,000; Full time

Job summary

Raymond James is seeking a dynamic Client Service Associate who provides high-quality administrative support to Financial Advisors, their clients, and branch staff. The role requires effective communication across phone, email, in-person, and virtual channels, and the ability to organize, manage, and track multiple tasks in a fast-paced environment.

The ideal candidate will handle a high volume of client interactions, process financial transactions, open accounts, and prepare reports to support

Qualifications

• High School Diploma or equivalent; 1+ year securities industry experience preferred.
• Strong communication and organization skills.
• Proficient in CRM software and Excel.

Responsibilities

• Serve a high volume of client interactions by phone, email, and in-person.
• Process client financial transactions and expense reports.
• Open new client accounts and research client information.
• Prepare letters, forms and reports to assist servicing clients and supporting advisors.
• Assist with marketing efforts and client-facing events.

Skills

CRM software

Excel

Communication

Education

High School Diploma or equivalent

Job description

Raymond James is seeking a dynamic Client Service Associate who provides high-quality administrative support to Financial Advisors, their clients, and branch staff. The role requires effective communication across phone, email, in-person, and virtual channels, and the ability to organize, manage, and track multiple tasks in a fast-paced environment.

The ideal candidate will handle a high volume of client interactions, process financial transactions, open accounts, and prepare reports to support