Financial Advisor Support Specialist

100 Raymond James & Associates, Inc.; Westhampton (GA); On-site; USD 42,000 - 62,000; Full time

Job summary

Raymond James in Georgia seeks an entry-level Client Services Associate to support Financial Advisors and branch staff. You will handle a high volume of client inquiries, schedule meetings, and process routine financial transactions with accuracy.

You will open accounts, review client and security data, maintain records using CRM tools, and assist with marketing events. The role emphasizes customer service across multiple channels.

Qualifications

• High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
• Education High School (HS) (Required)
• Work Experience General Experience - 0 to 3 months
• Certifications Travel Less than 25%
• Workstyle Resident

Responsibilities

• Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
• Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
• Processes client financial transactions and advisor/branch expenses and expense reports with accuracy.
• Opens new client accounts and researches client and security information using internal databases and other technologies.
• Ensures client paperwork and documentation is accurate and correct prior to submission and processing.
• Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
• Creates and maintains records and files using CRM software.
• Assists Financial Advisors with marketing efforts including seminars and events.

Skills

CRM software

Excel

Communication

Organization

Customer service

Multi-channel communication

Education

High School Diploma or equivalent

Job description

Raymond James in Georgia seeks an entry-level Client Services Associate to support Financial Advisors and branch staff. You will handle a high volume of client inquiries, schedule meetings, and process routine financial transactions with accuracy.

You will open accounts, review client and security data, maintain records using CRM tools, and assist with marketing events. The role emphasizes customer service across multiple channels.