Financial Advisor Support Specialist

Raymondjames; Atlanta (GA); On-site; USD 42,000 - 56,000; Full time

Job summary

Raymond James is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires strong communication skills across channels and the ability to manage multiple tasks in a fast-paced environment.

The ideal candidate will have a High School Diploma and some securities industry experience, with proficiency in CRM software and Excel for reporting and client service activities.

Qualifications

• High School Diploma or equivalent; securities industry or related work experience preferred.
• Experience with client servicing and administrative support is desirable.
• Proficiency with CRM systems and Excel for reporting and tracking.

Responsibilities

• Serve a high volume of daily interactions with clients via phone, email, in-person, and virtual channels.
• Provide administrative support to Financial Advisors and branch staff.
• Process client financial transactions and expense reports with accuracy.
• Open new client accounts and verify information using internal databases.
• Prepare letters, forms, and reports for client servicing and prospecting.

Skills

CRM software

Excel

Effective communication

Education

High School Diploma

Job description

Raymond James is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires strong communication skills across channels and the ability to manage multiple tasks in a fast-paced environment.

The ideal candidate will have a High School Diploma and some securities industry experience, with proficiency in CRM software and Excel for reporting and client service activities.