Financial Advisor Client Support Specialist

Raymond James; Hackensack (NJ); On-site; USD 45,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Retirement savings plan

Paid time off

Job summary

Raymond James is seeking a dynamic Client Service Associate to deliver high-quality administrative support to Financial Advisors, clients, and branch staff. The role requires effective communication across phone, email, in-person, and virtual channels, along with strong organization to manage multiple tasks in a fast-paced environment.

Responsibilities include handling high-volume client inquiries, scheduling meetings, processing transactions, opening accounts, maintaining CRM records, and

Qualifications

• High school diploma or equivalent required.
• 1+ years securities industry or related experience preferred.
• Strong organizational and multi-tasking abilities.

Responsibilities

• Serve high volume of client interactions via phone, in-person, email and mailings.
• Open new client accounts and research client information using internal systems.
• Maintain CRM records and prepare letters, forms and reports for client servicing.
• Assist Advisors with marketing events and client-facing activities.
• Process client transactions and monitor account/document accuracy.

Skills

CRM software

Excel reporting

Effective communication

Education

High School Diploma

Job description

Raymond James is seeking a dynamic Client Service Associate to deliver high-quality administrative support to Financial Advisors, clients, and branch staff. The role requires effective communication across phone, email, in-person, and virtual channels, along with strong organization to manage multiple tasks in a fast-paced environment.

Responsibilities include handling high-volume client inquiries, scheduling meetings, processing transactions, opening accounts, maintaining CRM records, and