Financial Advisor Client Support Specialist

100 Raymond James & Associates, Inc.; Miami (FL); On-site; USD 48,000 - 72,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

Life Insurance

Disability benefits

401(k) plan

Paid time off

Parental leave

Job summary

Raymond James in Florida is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients and branch staff. You will manage inquiries across phone, email, in-person, and virtual channels, organize tasks, and process client transactions with accuracy in a fast-paced environment.

Ideal candidates have strong communication, CRM proficiency, and the ability to multi‑task while meeting deadlines.

Qualifications

• High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred
• High School (HS) (Required)
• Work Experience General Experience - 0 to 3 months

Responsibilities

• Services a high volume of daily interactions with clients by phone, in person, virtually and through mailings.
• Process client financial transactions and expenses and expense reports.
• Open new client accounts and verify client and security information using internal databases and other technologies.
• Prepare letters, forms and reports to assist servicing existing clients and prospecting for new clients.

Skills

CRM software

Excel

Customer service

Communication skills

Organizational skills

Financial transactions

Education

High School Diploma

Tools

CRM software

Job description

Raymond James in Florida is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients and branch staff. You will manage inquiries across phone, email, in-person, and virtual channels, organize tasks, and process client transactions with accuracy in a fast-paced environment.

Ideal candidates have strong communication, CRM proficiency, and the ability to multi‑task while meeting deadlines.