Client Services Specialist for Financial Advisors

raymondjames; Leawood (KS); On-site; USD 38,000 - 65,000; Full time

Job summary

Raymond James is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The role emphasizes organized scheduling, accurate processing of client transactions, and proactive follow-up.

You will handle documentation, CRM data entry, and basic reporting while assisting with marketing events and client outreach. The ideal candidate brings a high school diploma, strong communication skills, and a detail-oriented work style capable of thriving

Qualifications

• Strong client service and communication skills across multiple channels.
• Proficiency with Excel for reporting and record-keeping.
• Familiarity with CRM tools and financial services terminology.

Responsibilities

• Handle a high volume of client interactions via phone, in person, and email to schedule meetings and provide information.
• Support Financial Advisors and branch staff with administrative tasks and client servicing.
• Process client transactions and prepare expense reports with accuracy and timeliness.
• Open new client accounts and verify client and security information in internal systems.
• Ensure client documentation is complete and compliant before submission; follow up as needed.
• Prepare letters, forms, and client reports to support servicing and prospecting.
• Generate business summaries and client-specific reports for advisor review.
• Maintain records in CRM and other databases; assist with marketing events and seminars.
• May enter orders as directed by the Financial Advisor.
• Engage in training and professional development to stay current with policies.

Skills

CRM software

Excel

Communication

Education

High School Diploma or equivalent

Job description

Raymond James is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The role emphasizes organized scheduling, accurate processing of client transactions, and proactive follow-up.

You will handle documentation, CRM data entry, and basic reporting while assisting with marketing events and client outreach. The ideal candidate brings a high school diploma, strong communication skills, and a detail-oriented work style capable of thriving