Financial Advisor Support Specialist

100 Raymond James & Associates, Inc.; Wesley Chapel (FL); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

Life insurance

Disability benefits

Retirement savings

Job summary

Raymond James in Wesley Chapel, FL seeks a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. You will handle calling, emailing, and in-person interactions, organize tasks, and ensure accurate processing of client paperwork and reports.

The role emphasizes service quality, multitasking, and effective communication across platforms. The ideal candidate will collaborate with advisors, manage CRM data, assist with marketing

Qualifications

• High School Diploma or equivalent and 1+ year securities industry experience preferred.
• Strong written and oral communication across phone, email, in-person, and virtual channels.
• Ability to organize, manage, and track multiple tasks with changing priorities.

Responsibilities

• Serve a high volume of daily client interactions by phone, in-person, or email.
• Process client financial transactions and prepare reports for advisors and branch expenses.
• Open new client accounts and research client and security information in internal systems.
• Prepare letters, forms and reports to service existing clients and prospect for new clients.
• Maintain CRM records and support marketing efforts including seminars and client events.

Skills

CRM software

Excel

Effective communication

Organization

Multitasking

Customer service

Education

High School Diploma or equivalent

1+ year securities industry experience preferred

Tools

CRM software

Job description

Raymond James in Wesley Chapel, FL seeks a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. You will handle calling, emailing, and in-person interactions, organize tasks, and ensure accurate processing of client paperwork and reports.

The role emphasizes service quality, multitasking, and effective communication across platforms. The ideal candidate will collaborate with advisors, manage CRM data, assist with marketing