Financial Client Services Associate

Raymond James; Dallas (TX); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Critical illness insurance

Accident insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James is seeking a Client Service Associate to support Financial Advisors and clients with high-quality service in a fast-paced environment. You will handle client inquiries, account openings, and CRM-driven reporting while maintaining accuracy and regulatory compliance.

The role emphasizes strong communication across phone, email, in-person, and virtual channels, with opportunities to assist in events and marketing efforts.

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.
• Experience with CRM systems and multi-channel client communication is desirable.
• Strong organizational and problem-solving skills with attention to detail.

Responsibilities

• Serve a high volume of daily client inquiries and scheduling with various platforms.
• Provide crucial support to Financial Advisors and branch staff.
• Process client financial transactions and advisor/branch expenses and reports.
• Open new client accounts and research client data using internal systems.
• Prepare letters, forms and reports to assist servicing existing clients and prospecting new ones.
• Maintain CRM records and assist with client events and seminars.
• Enter orders as directed by the Financial Advisor.
• Engage in training and development to stay current on policies.

Skills

CRM software

Excel

Client communication

Education

High School Diploma or equivalent

Tools

CRM software

Job description

Raymond James is seeking a Client Service Associate to support Financial Advisors and clients with high-quality service in a fast-paced environment. You will handle client inquiries, account openings, and CRM-driven reporting while maintaining accuracy and regulatory compliance.

The role emphasizes strong communication across phone, email, in-person, and virtual channels, with opportunities to assist in events and marketing efforts.