Financial Client Services Specialist

130 Raymond James Financial Services, Inc.; Albuquerque (NM); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

Retirement Savings Plan

Paid Time Off

Job summary

Prevender Financial Services, LLC is seeking a Client Service Associate to support financial advisors and enhance client experiences. You will handle client inquiries, account information, scheduling, and onboarding tasks using CRM software and MS 365.

The role requires strong organization, excellent communication, and the ability to manage multiple priorities in a fast-paced environment. Five or more years in financial services with licenses such as SIE or Series 7/66 are preferred.

Qualifications

• Five or more years of financial industry or related work experience preferred.
• Proficiency with CRM software and Microsoft 365 expected.

Responsibilities

• Daily client interactions via phone, in-person, or virtually.
• Open new client accounts and process transactions.
• Maintain and organize client records using CRM software.

Skills

Customer service

Project management

Organizational skills

Communication

Education

Five+ years financial industry experience

Tools

CRM software

Microsoft 365

Job description

Prevender Financial Services, LLC is seeking a Client Service Associate to support financial advisors and enhance client experiences. You will handle client inquiries, account information, scheduling, and onboarding tasks using CRM software and MS 365.

The role requires strong organization, excellent communication, and the ability to manage multiple priorities in a fast-paced environment. Five or more years in financial services with licenses such as SIE or Series 7/66 are preferred.