Client Services Specialist — Financial Advisory Support

Raymond James; Waukesha (WI); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical, dental and vision benefits

Retirement savings plan

Paid time off

Job summary

Raymond James is seeking a dynamic Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. The role requires strong communication, organization, and problem-solving skills in a fast-paced environment.

Responsibilities include handling client inquiries, processing transactions, maintaining CRM records, and assisting with marketing efforts for client outreach. A High School Diploma is preferred, with 1+ years in securities-related work encouraged.

Qualifications

• High School Diploma or equivalent preferred.
• 1+ years securities industry or related work experience preferred.
• Strong communication and organizational skills.

Responsibilities

• Serves a high volume of daily interactions with clients via phone, in-person, virtual, and mailings.
• Provides support to financial advisors and branch staff.
• Processes client transactions and manages expense reporting with accuracy.

Skills

CRM software

Excel

Communication

Education

High School Diploma

Job description

Raymond James is seeking a dynamic Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. The role requires strong communication, organization, and problem-solving skills in a fast-paced environment.

Responsibilities include handling client inquiries, processing transactions, maintaining CRM records, and assisting with marketing efforts for client outreach. A High School Diploma is preferred, with 1+ years in securities-related work encouraged.