Client Services Specialist — Financial Advisory Support

130 Raymond James Financial Services, Inc.; Town Center (TX); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical Insurance

Retirement

PTO

Job summary

Raymond James Financial Services, Inc. is seeking a Client Service Associate to support financial advisors and the branch office. You will handle daily client inquiries by phone and in person, schedule meetings, greet clients, and provide administrative support to the team.

The role requires attention to detail, teamwork, and the ability to work independently. You will open new client accounts, process money movement, prepare letters and reports, and maintain CRM records while pursuing ongoing

Qualifications

• 3+ years of industry experience
• Bachelor's degree preferred
• Onsite work environment

Responsibilities

• Answer daily client inquiries by phone and in person, schedule meetings, and greet clients.
• Provide administrative support to financial advisors and branch office.
• Open new client accounts, process money movement, and research information as needed.
• Ensure client paperwork and documentation are accurate before submission and processing; follow up for completion.
• Prepare letters, forms, and reports to assist servicing existing clients and prospecting new clients.
• Maintain records and files using CRM software; generate business summaries for advisors.

Skills

Effective communication

Teamwork

Analytical skills

Attention to detail

Customer service

Multi-tasking

Education

Bachelor's degree

Tools

CRM software

Microsoft Office

Job description

Raymond James Financial Services, Inc. is seeking a Client Service Associate to support financial advisors and the branch office. You will handle daily client inquiries by phone and in person, schedule meetings, greet clients, and provide administrative support to the team.

The role requires attention to detail, teamwork, and the ability to work independently. You will open new client accounts, process money movement, prepare letters and reports, and maintain CRM records while pursuing ongoing