Financial Advisor Support Specialist

Raymond James; Mishawaka (IN); On-site; USD 42,000 - 62,000; Full time

Job summary

Raymond James is seeking a Client Service Associate to provide high-quality administrative support to Financial Advisors, clients, and branch staff. The role requires strong communication across platforms, meticulous organization, and the ability to manage multiple tasks with changing priorities in a fast-paced environment.

Responsibilities include processing client transactions, opening accounts, maintaining CRM records, and supporting marketing events.

Qualifications

• High School Diploma or equivalent; 1+ year securities industry or related experience preferred.
• Excellent communication across platforms (phone, email, in-person, virtual).
• Strong organizational skills and attention to detail.

Responsibilities

• Handle high volumes of client inquiries via phone, in person, and email.
• Support financial advisors and branch staff with admin tasks.
• Process client transactions and expense reports for advisors and branch offices.
• Open new client accounts and verify client data using internal databases.
• Ensure client paperwork is accurate before submission and processing; follow up for completion.
• Prepare letters, forms and reports to service existing clients and prospect for new ones.
• Prepare business summary and client-specific reports for the advisor.
• Create and maintain CRM records and client files.
• Assist with marketing events and seminars.
• May enter orders at the direction of the Financial Advisor.
• Engage in training and development to stay current on policies.

Skills

CRM software

Excel

Effective communication

Education

High School Diploma or equivalent

Job description

Raymond James is seeking a Client Service Associate to provide high-quality administrative support to Financial Advisors, clients, and branch staff. The role requires strong communication across platforms, meticulous organization, and the ability to manage multiple tasks with changing priorities in a fast-paced environment.

Responsibilities include processing client transactions, opening accounts, maintaining CRM records, and supporting marketing events.