Client Services Specialist for Financial Advisors

Raymond James Financial, Inc.; Waukesha (WI); Sur place; USD 38 000 - 52 000; Plein temps

Résumé du poste

Raymond James Financial, Inc. is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff.

The role requires organization, detail orientation, and effective communication across phone, email, in-person, and virtual channels. You will manage schedules, process client transactions, open accounts, prepare reports, and assist with marketing events in a fast-paced financial services environment.

Qualifications

• High School Diploma or equivalent required or preferred with related experience.

Responsabilités

• Serve a high volume of client interactions via phone, email, in-person, and virtual channels.
• Provide support to Financial Advisors and branch staff in a dynamic team environment.
• Process client financial transactions and expense reports with accuracy.
• Open new client accounts and research client information in internal systems.
• Prepare letters, forms, and reports to assist servicing existing and prospective clients.
• Create and maintain client files using CRM software and other systems.
• Assist with marketing events and seminars for client engagement.
• Take initiative to follow up on items and resolve issues promptly.

Connaissances

CRM communication

Excel

Communication skills

Formation

High School Diploma or equivalent

Outils

CRM software

Excel

Description du poste

Raymond James Financial, Inc. is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff.

The role requires organization, detail orientation, and effective communication across phone, email, in-person, and virtual channels. You will manage schedules, process client transactions, open accounts, prepare reports, and assist with marketing events in a fast-paced financial services environment.