Client Success Specialist – Financial Services

Raymond James; Louisville (KY); On-site; USD 36,000 - 48,000; Full time

Job summary

Raymond James in Louisville, KY seeks a Client Service Associate to deliver high-touch administrative support to Financial Advisors and clients. The role requires polished communication across phone, email, in person, and virtual channels, plus strong organization to manage multiple tasks and deadlines in a fast-paced environment.

You will open new client accounts, process transactions, maintain CRM records, assist with events and marketing efforts, and prepare reports for advisors.

Qualifications

• High School Diploma or equivalent; 1+ years securities industry or related work experience preferred, or equivalent combination
• General office practices and securities industry concepts

Responsibilities

• Serve a high volume of daily client interactions via phone, email, in-person, and mailings.
• Process client financial transactions and branch expenses with accuracy.
• Open new client accounts and verify client and security information.
• Prepare letters, forms, and reports to assist servicing existing clients and prospecting.
• Maintain and create records in CRM; assist Advisors with events and seminars.

Skills

CRM software

Excel

Communication

Education

High School Diploma or equivalent

Job description

Raymond James in Louisville, KY seeks a Client Service Associate to deliver high-touch administrative support to Financial Advisors and clients. The role requires polished communication across phone, email, in person, and virtual channels, plus strong organization to manage multiple tasks and deadlines in a fast-paced environment.

You will open new client accounts, process transactions, maintain CRM records, assist with events and marketing efforts, and prepare reports for advisors.