Client Support Specialist - Financial Services

Raymond James; Nashville (TN); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life insurance

Retirement savings plan

Paid time off

Job summary

Raymond James in Nashville seeks a Client Service Associate to provide high touch administrative support to Financial Advisors, clients, and branch staff. You will handle a high volume of client interactions across phone, email, and in person.

The role emphasizes organization, detail orientation, and excellent communication as you process client transactions, open accounts, and assist with marketing events. Proficiency with CRM software and Excel for reporting is required.

Qualifications

• High School Diploma or equivalent; securities industry experience preferred.
• 1+ year securities industry or related work experience preferred.

Responsibilities

• Handle a high volume of client interactions by phone, email, in person.
• Process client financial transactions and expense reports with accuracy.
• Open new client accounts and research client and security information.

Skills

Excel reporting

Customer service

Communication

Multitasking

Teamwork

Organizational skills

Education

High School Diploma

Securities industry experience

Tools

CRM software

Job description

Raymond James in Nashville seeks a Client Service Associate to provide high touch administrative support to Financial Advisors, clients, and branch staff. You will handle a high volume of client interactions across phone, email, and in person.

The role emphasizes organization, detail orientation, and excellent communication as you process client transactions, open accounts, and assist with marketing events. Proficiency with CRM software and Excel for reporting is required.