Client Services Specialist for Financial Advisors

100 Raymond James & Associates, Inc.; Winter Haven (FL); On-site; USD 40,000 - 56,000; Full time

Job summary

Raymond James in Florida is seeking a Client Service Associate to provide high quality administrative support to Financial Advisors, clients, and branch staff. You will handle client inquiries across multiple channels and assist with scheduling, documentation, and reporting in a fast-paced environment.

The role requires strong communication, organizational skills, and the ability to manage multiple tasks with changing priorities.

Qualifications

• High School Diploma or equivalent; securities industry experience preferred.
• Experience with CRM software and Excel is beneficial.
• Strong communication and organized, detail-oriented work style.

Responsibilities

• Handle a high volume of client interactions via phone, in person, or email.
• Process client financial transactions and advisor/branch expenses with accuracy.
• Open new client accounts and verify customer and security information.
• Prepare letters, forms, and reports for servicing clients and prospecting.
• Maintain CRM records and support marketing efforts for client events.

Skills

CRM software

Excel

Communication skills

Multitasking

Organizational skills

Education

High School Diploma

Job description

Raymond James in Florida is seeking a Client Service Associate to provide high quality administrative support to Financial Advisors, clients, and branch staff. You will handle client inquiries across multiple channels and assist with scheduling, documentation, and reporting in a fast-paced environment.

The role requires strong communication, organizational skills, and the ability to manage multiple tasks with changing priorities.