Financial Advisor Support Specialist

Raymond James Financial, Inc.; Sarasota (FL); On-site; USD 40,000 - 52,000; Full time

Job summary

Raymond James Financial, Inc. is seeking a dynamic Client Service Associate to provide high-quality administrative support to Financial Advisors, clients, and branch staff in a fast-paced environment.

The role requires effective communication across multiple platforms and strong organizational skills to manage numerous tasks and deadlines. The ideal candidate will handle client inquiries, assist with marketing events, maintain CRM records, and help prepare reports and letters for servicing

Qualifications

• High school diploma or equivalent; 1+ years securities industry or related work experience preferred.
• Strong communication across multiple platforms (phone, email, in-person, virtual).
• Able to organize, manage, and track multiple tasks with changing priorities in a fast-paced setting.

Responsibilities

• Handle a high volume of daily interactions with clients via phone, in person, virtual, and mailings.
• Provide support to Financial Advisors and branch staff; assist with meetings and scheduling.
• Process client financial transactions and expense reports with accuracy and compliance.
• Open new client accounts and research client information in internal databases and technologies.
• Prepare letters, forms, and client reports; assist in servicing existing clients and prospecting new ones.
• Maintain CRM records and assist with marketing efforts and client-facing events.

Skills

Communication

Organizational skills

Multitasking

Education

High School Diploma

Tools

CRM software

Job description

Raymond James Financial, Inc. is seeking a dynamic Client Service Associate to provide high-quality administrative support to Financial Advisors, clients, and branch staff in a fast-paced environment.

The role requires effective communication across multiple platforms and strong organizational skills to manage numerous tasks and deadlines. The ideal candidate will handle client inquiries, assist with marketing events, maintain CRM records, and help prepare reports and letters for servicing