Financial Advisory Client Services Specialist

100 Raymond James & Associates, Inc.; Auburn Hills (MI); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Life insurance

Disability benefits

Retirement savings

Paid time off

Job summary

Raymond James is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires strong organizational skills, effective communication across phone, email, in-person, and virtual channels, and careful attention to detail in a fast-paced environment.

Responsibilities include processing client transactions, opening accounts, generating reports, maintaining CRM records, and supporting marketing efforts for client

Qualifications

• High School Diploma or equivalent and 1+ years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
• Strong communication across multiple platforms (phone, email, in-person, virtual).
• Detail oriented with ability to manage multiple tasks and deadlines in a fast-paced environment.

Responsibilities

• Services a high volume of daily interactions with clients by phone, in-person, virtually and via mailings.
• Opens new client accounts and researches client and security information in internal systems.
• Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
• Creates and maintains records using Client Relationship Management (CRM) software.
• Assists Financial Advisors with client events and seminars.
• Performs other duties as assigned.

Skills

CRM software

Excel

Communication

Organization

Financial services knowledge

Team player

Education

High School Diploma or equivalent

Tools

Microsoft Office

Job description

Raymond James is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires strong organizational skills, effective communication across phone, email, in-person, and virtual channels, and careful attention to detail in a fast-paced environment.

Responsibilities include processing client transactions, opening accounts, generating reports, maintaining CRM records, and supporting marketing efforts for client