Financial Client Services Associate

Raymond James Financial, Inc.; Atlanta (GA); On-site; USD 42,000 - 66,000; Full time

Job summary

Raymond James Financial, Inc. seeks a Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The role requires coordinating meetings, processing transactions, and maintaining accurate records across CRM systems.

You will also assist with marketing events and client communications, contributing to a collaborative branch environment. The ideal candidate combines strong organizational skills with effective communication across phone, email, and

Qualifications

• High School Diploma or equivalent and 1+ year securities industry experience preferred.
• Strong organization and attention to detail.
• Effective communication across multiple platforms.
• Experience processing client transactions and maintaining records.

Responsibilities

• Provide high-quality administrative support to Financial Advisors and clients.
• Schedule meetings and handle inquiries via phone, email, in person.
• Process client transactions and prepare reports.
• Maintain client records and CRM data.
• Assist with marketing events and client communications.

Skills

CRM software

Excel reporting

Multichannel communication

Education

High School Diploma

Tools

CRM platforms

Excel scripting

Job description

Raymond James Financial, Inc. seeks a Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The role requires coordinating meetings, processing transactions, and maintaining accurate records across CRM systems.

You will also assist with marketing events and client communications, contributing to a collaborative branch environment. The ideal candidate combines strong organizational skills with effective communication across phone, email, and