Financial Client Services Specialist

Raymond James Financial, Inc.; Atlanta (GA); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Benefits package including medical/d…

Paid time off

Job summary

Raymond James Financial, Inc. is seeking a Client Service Associate to provide high-quality administrative support to Financial Advisors and clients.

The role requires strong communication skills across channels and the ability to manage multiple tasks with shifting priorities in a fast-paced environment. The ideal candidate has a High School Diploma or equivalent, and experience in a securities-related setting is preferred.

Qualifications

• High School Diploma or equivalent required.
• SIE certification preferred as per company policy.
• Experience 0–3 months in securities or related field preferred.

Responsibilities

• Assist Financial Advisors with high-volume client interactions via phone, email, and in person.
• Open new client accounts and verify client information.
• Prepare letters, forms and reports to support servicing existing clients and prospecting new ones.
• Maintain CRM records and assist with marketing events and seminars.
• Organize and track multiple tasks and deadlines in a fast-paced environment.

Skills

CRM software

Excel

Communication

Organization

Education

High School Diploma or equivalent

Securities Industry Essentials Exam (SIE)

Tools

CRM software

Excel

Job description

Raymond James Financial, Inc. is seeking a Client Service Associate to provide high-quality administrative support to Financial Advisors and clients.

The role requires strong communication skills across channels and the ability to manage multiple tasks with shifting priorities in a fast-paced environment. The ideal candidate has a High School Diploma or equivalent, and experience in a securities-related setting is preferred.