Financial Client Services Specialist

Raymond James; Salt Lake City (UT); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James in Salt Lake City seeks a Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. You will manage client inquiries, schedule meetings, and assist with transactions, reporting, and CRM data entry.

The role requires strong communication, organization, and attention to detail in a fast-paced environment. Ideal candidates will have 1+ year securities industry experience, a High School Diploma or equivalent, and proficiency in CRM systems

Qualifications

• High School Diploma or equivalent and 1+ year securities industry experience preferred.
• Strong communication and organizational skills.
• Proficient with CRM systems and Microsoft Excel.

Responsibilities

• Assist Financial Advisors and clients with inquiries and scheduling.
• Process client financial transactions and prepare reports.
• Open new client accounts and verify documentation.
• Maintain client records using CRM and assist with marketing events.

Skills

CRM software

Excel

Customer service

Communication skills

Education

High School Diploma or equivalent

Tools

CRM systems

Microsoft Office

Job description

Raymond James in Salt Lake City seeks a Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. You will manage client inquiries, schedule meetings, and assist with transactions, reporting, and CRM data entry.

The role requires strong communication, organization, and attention to detail in a fast-paced environment. Ideal candidates will have 1+ year securities industry experience, a High School Diploma or equivalent, and proficiency in CRM systems