Client Services Specialist for Financial Advisory

Raymond James; Albuquerque (NM); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life insurance and disability benefits

Retirement savings options

Paid time off and parental leave

Job summary

Raymond James is seeking a Client Service Associate dedicated to providing exceptional service and support to clients. This position entails daily interactions with clients, managing client accounts, and utilizing CRM software to maintain accurate records.

The ideal candidate will have a Bachelor’s degree and significant experience in the financial industry. The role emphasizes effective communication skills and the ability to thrive in a fast-paced environment.

Qualifications

• Bachelor's degree required.
• 6-10 years of general experience preferred.
• Five or more years of financial industry experience is preferred.

Responsibilities

• Interact with clients daily for inquiries and account information.
• Open new client accounts and process transactions.
• Maintain records using CRM software.

Skills

Client Relationship Management (CRM) software

Microsoft 365 applications

Effective communication

Education

Bachelor’s degree

6-10 years of general experience

Five or more years in financial industry

Job description

Raymond James is seeking a Client Service Associate dedicated to providing exceptional service and support to clients. This position entails daily interactions with clients, managing client accounts, and utilizing CRM software to maintain accurate records.

The ideal candidate will have a Bachelor’s degree and significant experience in the financial industry. The role emphasizes effective communication skills and the ability to thrive in a fast-paced environment.