Financial Client Experience Specialist

raymondjames; Marco Island (FL); On-site; USD 42,000 - 54,000; Full time

Job summary

Raymond James in Marco Island, FL is seeking a Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. You will handle daily client interactions, scheduling, and basic inquiries, working with CRM and Excel, and assist with marketing efforts and event support.

The role requires strong communication, organization, and the ability to manage multiple tasks in a fast-paced environment.

Qualifications

• HS Diploma or equivalent and 1+ years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training.

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.
• With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
• Opens new client accounts and researches client and security information using internal databases and other technologies.
• For proper maintenance and to meet firm and industry requirements, 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.
• Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.
• Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
• Assists Financial Advisors with marketing efforts including seminars and other client-facing events.

Skills

CRM software

Excel reporting

Communication skills

Customer service

Education

Bachelor's in Accounting

Bachelor's in Business Administration

Bachelor's in Finance

Tools

CRM software

Job description

Raymond James in Marco Island, FL is seeking a Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. You will handle daily client interactions, scheduling, and basic inquiries, working with CRM and Excel, and assist with marketing efforts and event support.

The role requires strong communication, organization, and the ability to manage multiple tasks in a fast-paced environment.