Client Services Specialist - Financial Advisory Support

Fwainvest; Portland (ME); Hybrid; USD 40,000 - 62,000; Full time

Benefits offered by this job

Hybrid work model

Benefits package

Paid time off

Job summary

Raymond James in Portland, ME seeks a Client Service Associate to support Financial Advisors and clients with high-quality service. You will handle client inquiries, prepare forms and reports, and manage CRM records while collaborating with the branch team.

The role requires strong communication, organizational skills, and the ability to handle multiple tasks in a fast-paced environment. Hybrid work options and a comprehensive benefits package are offered.

Qualifications

• High School Diploma or equivalent; 1+ year securities industry experience preferred.
• Excellent communication and organizational skills.
• Ability to manage multiple tasks with changing priorities.

Responsibilities

• Services a high volume of daily interactions with clients via phone, in person, or mailings.
• Processes client financial transactions and advisor/branch expenses with accuracy.
• Opens new client accounts and researches client information.
• Prepares letters, forms and reports to assist servicing clients and prospecting.

Skills

Communication skills

Customer service

Education

High School Diploma or equivalent

Tools

CRM software

Excel

Job description

Raymond James in Portland, ME seeks a Client Service Associate to support Financial Advisors and clients with high-quality service. You will handle client inquiries, prepare forms and reports, and manage CRM records while collaborating with the branch team.

The role requires strong communication, organizational skills, and the ability to handle multiple tasks in a fast-paced environment. Hybrid work options and a comprehensive benefits package are offered.