Client Services Specialist - Financial Advisory Support

Raymond James; The Woodlands (TX); On-site; USD 42,000 - 62,000; Full time

Job summary

Raymond James in The Woodlands, TX is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The role emphasizes clear communication, thorough organization, and the ability to manage multiple tasks in a fast-paced, professional environment.

You will handle routine client inquiries, open new accounts, prepare reports, and assist with marketing activities and events.

Qualifications

• High School Diploma or equivalent and 1+ year securities industry experience preferred.
• Strong communication and organizational skills.
• Proficiency with CRM software and Excel.

Responsibilities

• Handle high-volume client interactions by phone, in person, or via email.
• Support Financial Advisors and branch staff with administrative tasks.
• Process client transactions and prepare reports and expense documentation.
• Open new client accounts and verify information in CRM.
• Prepare letters, forms, and client/prospecting materials.
• Assist with marketing events and trainings.

Skills

CRM software

Excel

Communication

Education

High School Diploma

Job description

Raymond James in The Woodlands, TX is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The role emphasizes clear communication, thorough organization, and the ability to manage multiple tasks in a fast-paced, professional environment.

You will handle routine client inquiries, open new accounts, prepare reports, and assist with marketing activities and events.