Financial Advisor Support Specialist

Raymond James Financial, Inc.; Houston (TX); On-site; USD 42,000 - 60,000; Full time

Job summary

Raymond James Financial, Inc. in Houston is seeking a Client Service Associate to support financial advisors by handling client inquiries, processing transactions, and coordinating meetings across phone, email, and in-person channels.

The role requires accuracy, organization, and timely follow-up, utilizingCRM systems to open accounts, prepare reports, and assist with client events and marketing efforts.

Qualifications

• High School Diploma or equivalent required.
• 1+ years securities industry or related work experience preferred.
• Strong communication and organizational skills; attention to detail.

Responsibilities

• Serve a high volume of daily client interactions via phone, email, in person, and mailings.
• Process client financial transactions and review advisor/branch expenses and reports.
• Open new client accounts and verify client and security information in internal systems.
• Prepare letters, forms and reports to support servicing existing clients and prospecting new clients.
• Maintain CRM records and assist with marketing events and seminars.

Skills

CRM software

Excel

Communication

Organization

Education

High School Diploma or equivalent

Tools

CRM software

Microsoft Excel

Job description

Raymond James Financial, Inc. in Houston is seeking a Client Service Associate to support financial advisors by handling client inquiries, processing transactions, and coordinating meetings across phone, email, and in-person channels.

The role requires accuracy, organization, and timely follow-up, utilizingCRM systems to open accounts, prepare reports, and assist with client events and marketing efforts.