Client Services Specialist – Financial Advisory Support

Raymond James; St. Louis (MO); On-site; USD 40,000 - 65,000; Full time

Job summary

Raymond James is seeking a Client Service Associate to deliver high quality administrative support to Financial Advisors, clients, and branch staff. The role requires strong communication across platforms and meticulous organization to manage multiple tasks with changing priorities in a fast-paced environment.

The position emphasizes client service, CRM utilization, and collaboration within a team while contributing to ongoing training and development opportunities.

Qualifications

• High School Diploma or equivalent; 1+ year securities industry or related experience preferred.

Responsibilities

• Handle high volume client interactions via phone, in person, and email.
• Support Financial Advisors and branch staff with administrative tasks.
• Process client financial transactions and expense reports accurately.

Skills

CRM

Excel

Communication

Organization

Customer Service

Education

High School Diploma

Job description

Raymond James is seeking a Client Service Associate to deliver high quality administrative support to Financial Advisors, clients, and branch staff. The role requires strong communication across platforms and meticulous organization to manage multiple tasks with changing priorities in a fast-paced environment.

The position emphasizes client service, CRM utilization, and collaboration within a team while contributing to ongoing training and development opportunities.