Client Services Specialist — Financial Advisory Support

100 Raymond James & Associates, Inc.; Santa Fe (NM); Presencial; USD 42 000 - 54 000; Tempo integral

Resumo da oferta

Raymond James is seeking a Client Service Associate to join our growing team in the United States. This role provides high-quality administrative support to Financial Advisors, clients, and branch staff, requiring clear communication across phone, email, in-person and virtual channels.

The successful candidate will organize and manage multiple tasks with changing priorities, process client transactions, open new accounts in CRM, and assist with seminars and client-facing events.

Qualificações

• High School Diploma or equivalent required.
• General office experience or securities industry experience preferred.

Responsabilidades

• Handle high volume client interactions via phone, in person, email, and mail.
• Assist Financial Advisors and branch staff with administrative tasks.
• Process client transactions and prepare reports.
• Open new client accounts and verify information in CRM.
• Prepare letters, forms, and client reports.
• Support marketing efforts including seminars and client events.
• Maintain records and CRM databases and participate in training opportunities.

Conhecimentos

CRM software

Excel reporting

Communication across platforms

Organizational skills

Time management

Customer service

Formação académica

High School Diploma or equivalent

High School (HS) - Completed (Required)

Ferramentas

Microsoft Excel

CRM software

Descrição da oferta de emprego

Raymond James is seeking a Client Service Associate to join our growing team in the United States. This role provides high-quality administrative support to Financial Advisors, clients, and branch staff, requiring clear communication across phone, email, in-person and virtual channels.

The successful candidate will organize and manage multiple tasks with changing priorities, process client transactions, open new accounts in CRM, and assist with seminars and client-facing events.