Financial Client Services Specialist

Raymond James Financial, Inc.; Griffin (GA); On-site; USD 42,000 - 62,000; Full time

Job summary

Raymond James Financial, Inc. is seeking a client service professional to support Financial Advisors and the branch office. You will handle high-volume client interactions, assist with account openings, and ensure accuracy in paperwork and reporting.

This role emphasizes teamwork, customer service, and effective use of CRM systems. The position involves processing client transactions, preparing reports, and supporting marketing efforts for client engagement.

Qualifications

• Experience with CRM systems or similar contact management software.
• Proficient in Excel for reporting and spreadsheets.
• Strong communication across in-person, phone, and digital channels.

Responsibilities

• Handle high-volume client interactions via phone, in person, and mailings.
• Support Financial Advisors and branch offices to ensure quality service.
• Process client transactions and prepare expense reports accurately.
• Open new client accounts and research information in internal systems.
• Prepare letters, forms, and client-facing reports for servicing and prospecting.
• Maintain CRM records and assist with marketing events and seminars.

Skills

CRM software

Excel

Client communication

Team collaboration

Education

High School Diploma or equivalent

Job description

Raymond James Financial, Inc. is seeking a client service professional to support Financial Advisors and the branch office. You will handle high-volume client interactions, assist with account openings, and ensure accuracy in paperwork and reporting.

This role emphasizes teamwork, customer service, and effective use of CRM systems. The position involves processing client transactions, preparing reports, and supporting marketing efforts for client engagement.