Client Services Specialist — Financial Advisory Support

Raymond James; Wesley Chapel (FL); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Life insurance

Retirement savings plan

Paid time off

Job summary

Raymond James is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The role emphasizes effective communication across platforms, meticulous organization, and accurate processing of client transactions and paperwork.

Responsibilities include assisting with account openings, preparing reports, and maintaining CRM records, while collaborating with branch staff and participating in training opportunities.

Qualifications

• High School diploma or equivalent; securities industry experience preferred.
• Strong communication across multiple platforms (phone, email, in-person, virtual).
• Ability to organize, manage and track multiple tasks with changing priorities.

Responsibilities

• Service a high volume of daily client interactions by phone, in person, or mailings.
• Open new client accounts and verify client and security information in internal systems.
• Prepare letters, forms, and reports for servicing clients and prospecting.
• Maintain and update CRM records; support marketing events and seminars.

Skills

Communication across platforms

Organizational skills

Customer service

Time management

Education

High School (HS) (Required)

Tools

CRM software

Excel

Job description

Raymond James is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The role emphasizes effective communication across platforms, meticulous organization, and accurate processing of client transactions and paperwork.

Responsibilities include assisting with account openings, preparing reports, and maintaining CRM records, while collaborating with branch staff and participating in training opportunities.