Financial Client Services Specialist

Raymond James; Coral Gables (FL); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Benefits package including medical, d,

Life insurance

Critical illness insurance

Disability benefits

Retirement savings

Paid time off and parental leave

Job summary

Raymond James in Coral Gables, FL is seeking a dynamic Client Service Associate to deliver high-quality administrative support to Financial Advisors, clients, and branch staff. The role requires strong organization, multitasking, and effective communication across phone, email, in-person, and virtual channels.

You will manage client transactions, open accounts, prepare various reports, and support marketing efforts and client events while staying current with firm policies.

Qualifications

• High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Responsibilities

• Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
• Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
• With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
• Opens new client accounts and researches client and security information using internal databases and other technologies.
• Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
• Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
• Assists Financial Advisors with marketing efforts including seminars and other client-facing events.

Skills

CRM software

Excel reporting

Communication

Education

High School Diploma or equivalent

Securities industry experience (preferred)

Job description

Raymond James in Coral Gables, FL is seeking a dynamic Client Service Associate to deliver high-quality administrative support to Financial Advisors, clients, and branch staff. The role requires strong organization, multitasking, and effective communication across phone, email, in-person, and virtual channels.

You will manage client transactions, open accounts, prepare various reports, and support marketing efforts and client events while staying current with firm policies.