Financial Client Services Associate

Raymond James Financial, Inc.; Green Bay (WI); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical + HSA Contribution

Retirement + Match

PTO + Market Holidays

Job summary

Raymond James Financial, Inc. in Green Bay, WI is seeking an administrative support professional to assist financial advisors, open new client accounts, and coordinate meetings. This onsite role emphasizes accuracy in paperwork and proactive client service.

The ideal candidate has 2+ years of industry experience, a bachelor’s degree is preferred, and licenses (SIE, Series 7, 66) or willingness to obtain them. Join a team focused on client service excellence and professional growth.

Qualifications

• 2+ years of industry experience.
• SIE, Series 7, 66, or equivalent – or willing to obtain in stated period.
• Bachelor’s degree preferred.

Responsibilities

• Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients.
• Open new client accounts, process money movement, and research information as needed.
• Ensure client paperwork and documentation is accurate prior to submission and processing.
• Prepare letters, forms, and reports to assist with servicing existing clients and prospecting for new clients.
• Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor.
• Create and maintain records and files utilizing Client Relationship Management (CRM) software.
• Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures.

Skills

CRM software

Microsoft Office

Effective communication

Education

Bachelor’s degree preferred

Job description

Raymond James Financial, Inc. in Green Bay, WI is seeking an administrative support professional to assist financial advisors, open new client accounts, and coordinate meetings. This onsite role emphasizes accuracy in paperwork and proactive client service.

The ideal candidate has 2+ years of industry experience, a bachelor’s degree is preferred, and licenses (SIE, Series 7, 66) or willingness to obtain them. Join a team focused on client service excellence and professional growth.