Client Services Specialist for Financial Advisors

100 Raymond James & Associates, Inc.; Westlake (OH); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James is seeking a Client Service Associate to deliver high-touch administrative support to Financial Advisors and clients. You will manage multiple tasks with precise accuracy, using CRM systems and Excel for reporting, while communicating effectively across platforms.

This role requires strong organizational skills and a proactive, customer-focused approach in a fast-paced financial services environment. Prior securities industry exposure is preferred.

Qualifications

• High School Diploma or equivalent required; securities industry experience preferred.
• Strong communication across phone, email, in-person, and virtual platforms.
• Ability to organize, manage, and track multiple tasks with changing priorities in a fast-paced environment.

Responsibilities

• Handle high-volume client interactions via phone, email, in-person, and mailings.
• Process client financial transactions and advisor/branch expenses accurately.
• Open new client accounts and verify client information using internal databases.
• Prepare letters, forms, and reports to support servicing and prospecting.
• Maintain CRM records and assist with client-facing events and seminars.

Skills

CRM software

Excel

Communication

Organization

Multi-tasking

Education

High School Diploma

Tools

CRM software

Excel

Job description

Raymond James is seeking a Client Service Associate to deliver high-touch administrative support to Financial Advisors and clients. You will manage multiple tasks with precise accuracy, using CRM systems and Excel for reporting, while communicating effectively across platforms.

This role requires strong organizational skills and a proactive, customer-focused approach in a fast-paced financial services environment. Prior securities industry exposure is preferred.