Client Services Specialist for Financial Advisors

Raymond James Financial, Inc.; Nashville (TN); On-site; USD 42,000 - 64,000; Full time

Job summary

Raymond James Financial, Inc. is seeking a Client Service Associate to deliver high-touch administrative support to Financial Advisors and clients. The role involves handling inquiries, scheduling, and processing client transactions with accuracy in a fast-paced branch environment.

The ideal candidate will communicate effectively across channels, manage multiple tasks, and maintain precise records using CRM tools. The position supports branch operations and client service initiatives.

Qualifications

• High School Diploma or equivalent and 1+ year securities industry experience.
• Strong communication skills across phone, email, in-person and virtual channels.
• Ability to organize, prioritize and manage multiple tasks with changing deadlines.

Responsibilities

• Service a high volume of daily interactions with clients via phone, in person, or virtual.
• Provide support to financial advisors and branch staff in a dynamic team.
• Process client transactions and manage advisor/branch expenses and reports.
• Open new client accounts and verify client and security information.
• Ensure paperwork is accurate before submission and follow up for completion.
• Prepare letters, forms, and reports for servicing clients and prospecting.
• Create and maintain client records using CRM software.
• Assist with marketing events and seminars for client engagement.
• Enter orders as directed by the Financial Advisor.
• Engage in training and professional development to stay compliant.

Skills

Interpersonal communication

Time management

Multi-platform communication

Education

High School Diploma or equivalent

1+ year securities industry experience

Tools

CRM software

Excel

Job description

Raymond James Financial, Inc. is seeking a Client Service Associate to deliver high-touch administrative support to Financial Advisors and clients. The role involves handling inquiries, scheduling, and processing client transactions with accuracy in a fast-paced branch environment.

The ideal candidate will communicate effectively across channels, manage multiple tasks, and maintain precise records using CRM tools. The position supports branch operations and client service initiatives.