Client Services Specialist for Financial Advisors

Raymond James; Tampa (FL); On-site; USD 38,000 - 66,000; Full time

Benefits offered by this job

Benefits package

Job summary

Raymond James is seeking a Client Service Associate to provide high-quality administrative support to Financial Advisors, clients, and branch staff. The role requires exceptional communication across phone, email, in-person, and virtual channels, with the ability to organize multiple tasks and adapt to changing priorities in a fast-paced office environment.

The ideal candidate possesses a High School Diploma and is comfortable with CRM software, Excel, and client-facing interactions.

Qualifications

• High School Diploma or equivalent and 1+ years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Responsibilities

• Handle a high volume of client interactions by phone, email, in person, and through other channels.
• Provide administrative support to Financial Advisors and branch staff.
• Process client financial transactions and prepare related expense reports.
• Open new client accounts and verify client and security information.
• Prepare letters, forms and reports to assist servicing existing and prospective clients.
• Maintain client records and CRM data; support marketing efforts and client events.

Skills

CRM software

Excel

Communication

Education

High School Diploma

Job description

Raymond James is seeking a Client Service Associate to provide high-quality administrative support to Financial Advisors, clients, and branch staff. The role requires exceptional communication across phone, email, in-person, and virtual channels, with the ability to organize multiple tasks and adapt to changing priorities in a fast-paced office environment.

The ideal candidate possesses a High School Diploma and is comfortable with CRM software, Excel, and client-facing interactions.