Financial Advisor Support Specialist

100 Raymond James & Associates, Inc.; Virginia Beach (VA); On-site; USD 45,000 - 80,000; 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 dynamic Client Service Associate to provide high-quality administrative support to Financial Advisors, clients, and branch staff. This on-site role requires effective communication across multiple platforms and the ability to manage multiple tasks with changing priorities in a fast-paced environment.

Applicants should demonstrate proficiency with CRM software, Excel, and professional client service.

Qualifications

• High school diploma or equivalent; securities industry experience preferred.
• 1+ year securities or related experience preferred.
• Equivalent combination of experience and education may be approved by HR.

Responsibilities

• Handle high volume client interactions by phone, in person, or email.
• Process client transactions and prepare reports for advisors.
• Open new client accounts and research client data in CRM.
• Support marketing efforts and client events.

Skills

CRM software

Excel

Communication

Organization

Attention to detail

Customer service

Education

High School Diploma or equivalent

College Degree Preferred

Tools

CRM software

Office software

Job description

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

Applicants should demonstrate proficiency with CRM software, Excel, and professional client service.