Client Services Specialist for Financial Advisors

100 Raymond James & Associates, Inc.; Novi (MI); On-site; USD 38,000 - 58,000; Full time

Job summary

Raymond James is seeking a dynamic Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires strong communication, organization, and the ability to manage multiple tasks amid changing priorities in a fast-paced environment.

You will open client accounts, process transactions, assist with events and reporting, and use CRM and Excel. A High School Diploma and 0–3 months securities industry experience are preferred.

Qualifications

• High School Diploma or equivalent; 0–3 months securities industry or related experience preferred.
• Strong communication across phone, email, in-person, and virtual platforms.
• Excellent organizational skills and ability to manage multiple, changing priorities in a fast-paced environment.

Responsibilities

• Handle high volume client interactions via phone, in person, and virtual channels.
• Open new client accounts and research client data using internal systems.
• Process client transactions and expenses with accuracy and timely follow-up.

Skills

CRM software

Excel

Communication

Organization

Education

High School Diploma

Tools

CRM software

Microsoft Excel

Job description

Raymond James is seeking a dynamic Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires strong communication, organization, and the ability to manage multiple tasks amid changing priorities in a fast-paced environment.

You will open client accounts, process transactions, assist with events and reporting, and use CRM and Excel. A High School Diploma and 0–3 months securities industry experience are preferred.