Financial Client Services Associate

Raymondjames; Franklin (TN); On-site; USD 42,000 - 54,000; Full time

Job summary

Raymond James seeks a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires effective communication across channels and the ability to manage multiple tasks in a fast-paced environment.

Ideal candidates will have a High School Diploma and 1+ year securities industry experience, plus strong CRM and Excel skills. This on-site opportunity supports client servicing, account openings, reports, and marketing events.

Qualifications

• High School Diploma or equivalent; 1+ year securities industry experience preferred.
• Strong communication and organizational skills.
• Proficient with CRM software and Excel.

Responsibilities

• Answer high-volume client inquiries by phone, email, and in person.
• Schedule meetings and coordinate with Financial Advisors.
• Process client financial transactions and expenses.
• Open new client accounts and research client data.
• Prepare letters, forms, and reports for servicing clients.
• Maintain client records using CRM software.
• Support marketing events and seminars.

Skills

Effective communication

Organizational skills

Attention to detail

Education

High School Diploma

Tools

CRM software

Excel

Job description

Raymond James seeks a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires effective communication across channels and the ability to manage multiple tasks in a fast-paced environment.

Ideal candidates will have a High School Diploma and 1+ year securities industry experience, plus strong CRM and Excel skills. This on-site opportunity supports client servicing, account openings, reports, and marketing events.