Client Services Specialist for Financial Advisors

100 Raymond James & Associates, Inc.

Loves Park (IL)

On-site

USD 45,000 - 65,000

Full time

5 days ago

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Benefits offered by this job

Medical insurance

Dental and vision insurance

Retirement savings plan

Paid time off

Job summary

Raymond James is seeking a Client Service Associate to deliver high-touch administrative support to Financial Advisors and clients. The role demands strong communication across phone, email, in-person, and virtual channels and requires organized handling of multiple priorities in a fast-paced environment.

The position involves opening client accounts, processing transactions, preparing reports, and maintaining CRM records.

Qualifications

High School Diploma or equivalent; 1+ year securities industry experience preferred.
Equivalent combination of experience, education, and/or training as approved by HR.
Strong communication and organizational skills are essential.

Responsibilities

Handle a high volume of daily client interactions via phone, in person, and virtually.
Provide administrative support to Financial Advisors and branch staff.
Process client transactions and prepare client/expense reports with accuracy.
Open new client accounts and verify client information in internal systems.
Prepare letters, forms, and reports for servicing existing and prospective clients.
Create and maintain client files in CRM; support marketing events and seminars.