Client Services Specialist for Financial Advisors

Raymond James, Inc.; Scottsdale (AZ); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Healthcare benefits

Retirement plan

Paid time off

Job summary

Raymond James, Inc. in Scottsdale, AZ is seeking a Client Service Associate to support Financial Advisors and clients with high-quality service. You will handle routine inquiries, schedule meetings, open accounts, and process transactions with accuracy.

The role requires strong communication, CRM and Excel skills, ability to manage multiple tasks, and a professional, client-focused approach. HS diploma or equivalent and 0-3 months experience preferred.

Qualifications

• High School Diploma or equivalent (required).
• 1+ years securities industry or related experience preferred.
• Strong customer service and communication skills.
• Proficiency with CRM systems and Excel.

Responsibilities

• Serve a high volume of daily client interactions by phone, email, and in person.
• Open new client accounts and verify client and security information.
• Schedule meetings and prepare letters, forms and reports.
• Process client financial transactions and related expense reports.
• Maintain CRM records and assist with marketing events.
• Collaborate with Financial Advisors and branch staff to deliver service.

Skills

CRM software

Excel

Communication

Customer service

Attention to detail

Education

High School diploma or equivalent

Tools

CRM software

Excel

Job description

Raymond James, Inc. in Scottsdale, AZ is seeking a Client Service Associate to support Financial Advisors and clients with high-quality service. You will handle routine inquiries, schedule meetings, open accounts, and process transactions with accuracy.

The role requires strong communication, CRM and Excel skills, ability to manage multiple tasks, and a professional, client-focused approach. HS diploma or equivalent and 0-3 months experience preferred.