Financial Client Services Specialist

Raymond James Financial, Inc.; Nashville, Northern (TN, KY); Hybrid; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical, dental & vision benefits

Retirement savings plans

Paid time off

Job summary

Raymond James Financial, Inc. seeks a Registered Client Service Associate to support Financial Advisors and clients with high attention to detail and proactive service. You will manage inquiries, schedule meetings, and help onboard new clients while coordinating with branch staff.

The role emphasizes effective communication across phone, email, in-person, and virtual channels, with a focus on accurate record-keeping and timely task execution in a fast-paced environment.

Qualifications

• High School Diploma or equivalent; one+ year securities industry or related work experience preferred.
• Strong communication skills across multiple platforms (phone, email, in-person, virtual).
• Proven ability to organize, manage, and track multiple tasks with changing priorities in a fast-paced environment.

Responsibilities

• Serve as the first point of contact for a high volume of client interactions via phone, in person, and virtual channels.
• Provide essential administrative support to Financial Advisors and branch staff.
• Onboard new clients and open client accounts; research client information using internal databases.
• Ensure client data and documentation comply with firm and industry rules and regulations.
• Process transfers of assets and monitor cash availability and investment opportunities.
• Prepare financial reports, spreadsheets, and materials for client meetings.

Skills

CRM software

Excel

Communication

Multitasking

Client service

Education

High School diploma or equivalent

Tools

CRM software

Microsoft Excel

Job description

Raymond James Financial, Inc. seeks a Registered Client Service Associate to support Financial Advisors and clients with high attention to detail and proactive service. You will manage inquiries, schedule meetings, and help onboard new clients while coordinating with branch staff.

The role emphasizes effective communication across phone, email, in-person, and virtual channels, with a focus on accurate record-keeping and timely task execution in a fast-paced environment.