Financial Advisor Support Specialist

100 Raymond James & Associates, Inc.; Atlanta (GA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. You will manage scheduling, account opening, and CRM-driven reporting in a fast-paced branch environment.

The role requires sharp communication skills across phone, email, and in-person interactions, meticulous attention to detail, and the ability to handle multiple tasks with changing priorities while upholding compliance and service standards.

Qualifications

• High School Diploma or equivalent and 1+ year securities industry experience preferred.
• Education High School (HS) (Required)
• Securities Industry Essentials Exam (SIE) certification

Responsibilities

• Handle a high volume of client interactions via phone, in person, and virtually.
• Process client financial transactions and expense reports for advisors and branch.
• Open new client accounts and research client information using CRM and internal databases.
• Prepare letters, forms and client reports to assist servicing existing clients and prospecting new ones.

Skills

CRM software

Excel

Communication skills

Time management

Detail oriented

Education

High School Diploma

SIE certification

Job description

Raymond James is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. You will manage scheduling, account opening, and CRM-driven reporting in a fast-paced branch environment.

The role requires sharp communication skills across phone, email, and in-person interactions, meticulous attention to detail, and the ability to handle multiple tasks with changing priorities while upholding compliance and service standards.