Financial Client Services Specialist

Raymond James; Miami (FL); On-site; USD 42,000 - 60,000; Full time

Job summary

Raymond James seeks a Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. You will handle client inquiries, maintain records, and assist with meetings, reports, and account processing in a fast-paced branch environment.

The role emphasizes strong communication, accurate data handling, and collaboration with team members to deliver exceptional service and drive client satisfaction.

Qualifications

• High School diploma or equivalent; securities industry experience preferred.
• Familiarity with client service and administrative tasks in finance.
• Ability to manage multiple tasks with accuracy and professionalism.

Responsibilities

• Serve a high volume of daily client interactions by phone, in person, and digitally.
• Support financial advisors and branch staff with essential administrative tasks.
• Process client financial transactions and prepare reports and letters.
• Open client accounts and verify client and security information in internal systems.
• Ensure documentation is accurate before submission and follow up as needed.
• Assist with marketing events and client-facing seminars.

Skills

CRM software

Excel

Communication

Education

High School Diploma

Job description

Raymond James seeks a Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. You will handle client inquiries, maintain records, and assist with meetings, reports, and account processing in a fast-paced branch environment.

The role emphasizes strong communication, accurate data handling, and collaboration with team members to deliver exceptional service and drive client satisfaction.