Financial Client Services Specialist

100 Raymond James & Associates, Inc.; Charleston (SC); On-site; USD 38,000 - 62,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James is seeking a dynamic Client Service Associate to provide high-quality administrative support to Financial Advisors, clients, and branch staff. The role emphasizes effective communication across platforms and maintaining organized, detail-oriented task management in a fast-paced environment.

Ideal candidates will have strong CRM and Excel skills, plus a high school diploma and related securities industry experience.

Qualifications

• High School Diploma or equivalent and one or more years securities industry experience or related work preferred.

Responsibilities

• Handle high volume client interactions via phone, email, in person, and mailings.
• Open new client accounts and research client and security information in CRM.
• Prepare letters, forms, and reports for servicing clients and prospecting.
• Support Financial Advisors with marketing events and seminars.

Skills

CRM software

Excel

Communication

Organization

Customer service

Education

High School Diploma or equivalent

Tools

CRM software

Job description

Raymond James is seeking a dynamic Client Service Associate to provide high-quality administrative support to Financial Advisors, clients, and branch staff. The role emphasizes effective communication across platforms and maintaining organized, detail-oriented task management in a fast-paced environment.

Ideal candidates will have strong CRM and Excel skills, plus a high school diploma and related securities industry experience.