Client Services Specialist for Financial Advisors

100 Raymond James & Associates, Inc.; Guam; On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Benefits package

Career growth opportunities

Job summary

Raymond James is seeking a dynamic Client Service Associate to provide high‑touch administrative support to Financial Advisors and clients. The role emphasizes organization, clear communication across phone, email, in‑person, and virtual channels, and timely processing of client requests in a fast‑paced branch environment.

Under supervision, you will open new accounts, prepare reports, assist with marketing efforts, and maintain accurate records in CRM and other systems while delivering

Qualifications

• High School Diploma or equivalent; 1+ year securities industry experience preferred.
• Strong organizational and communication skills.
• Experience handling client inquiries and processing transactions.

Responsibilities

• Handle high volume client interactions by phone, email, and in person.
• Process client financial transactions and expense reports accurately.
• Open new client accounts and research client information in CRM.
• Prepare reports and assist with marketing events for advisors.
• Support financial advisors and branch staff with daily tasks.

Skills

CRM software

Excel

Customer service

Communication skills

Education

High School Diploma

Job description

Raymond James is seeking a dynamic Client Service Associate to provide high‑touch administrative support to Financial Advisors and clients. The role emphasizes organization, clear communication across phone, email, in‑person, and virtual channels, and timely processing of client requests in a fast‑paced branch environment.

Under supervision, you will open new accounts, prepare reports, assist with marketing efforts, and maintain accurate records in CRM and other systems while delivering