Client Services Specialist for Financial Advisors

100 Raymond James & Associates, Inc.; South Carolina; Vor Ort; USD 42.000 - 66.000; Vollzeit

Zusammenfassung

Raymond James seeks a Client Service Associate to provide high-touch administrative support to Financial Advisors and clients, handling inquiries, scheduling meetings, and helping manage client paperwork with accuracy and discretion.

The role requires strong communication across phone, email, in-person, and virtual channels, plus attention to detail in processing transactions, opening accounts, and preparing reports.

Qualifikationen

• 7–12 months general experience in financial services.
• Bachelor’s degree in Accounting/Business/Finance or HS required.
• Experience with CRM software and Excel is preferred.

Aufgaben

• Handle high-volume client inquiries via phone, email, in person, or mailings.
• Process client financial transactions and advisor/branch expenses.
• Open new client accounts and research client data in internal systems.
• Prepare letters, forms and client reports; assist with servicing existing clients and prospecting.

Kenntnisse

CRM software

Excel

Communication

Customer service

Ausbildung

Bachelor’s: Accounting

Bachelor’s: Business Administration

Bachelor’s: Finance

High School (HS) (Required)

Jobbeschreibung

Raymond James seeks a Client Service Associate to provide high-touch administrative support to Financial Advisors and clients, handling inquiries, scheduling meetings, and helping manage client paperwork with accuracy and discretion.

The role requires strong communication across phone, email, in-person, and virtual channels, plus attention to detail in processing transactions, opening accounts, and preparing reports.