Financial Client Services Specialist

100 Raymond James & Associates, Inc.; Fayetteville (GA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Benefits package

Job summary

Raymond James is seeking a dynamic Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. This essential role helps deliver quality service and coordinate scheduling across channels.

The ideal candidate will be organized, detail oriented, and capable of managing multiple tasks in a fast-paced environment, using CRM systems and Excel to produce reports and maintain records.

Qualifications

• High School Diploma or equivalent; securities industry experience preferred.
• Strong written and verbal communication across platforms.
• Ability to organize and manage multiple tasks with deadlines.
• Familiarity with CRM systems and financial software.
• Basic knowledge of securities industry concepts.

Responsibilities

• Serves a high volume of client interactions by phone, email, in person, or virtual.
• Provides crucial support to Financial Advisors and branch staff.
• Processes client financial transactions and advisor/branch expenses and reports.
• Opens new client accounts and researches client data using internal systems.
• Ensures paperwork and documentation are accurate prior to submission.
• Prepares letters, forms and reports to assist servicing existing and prospecting clients.

Skills

Communication skills

Multitasking & organization

CRM software experience

Excel proficiency

Education

High School Diploma or equivalent

Tools

CRM software

Excel

Job description

Raymond James is seeking a dynamic Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. This essential role helps deliver quality service and coordinate scheduling across channels.

The ideal candidate will be organized, detail oriented, and capable of managing multiple tasks in a fast-paced environment, using CRM systems and Excel to produce reports and maintain records.