Financial Client Services Specialist

Raymond James & Associates; Santa Fe (NM); On-site; USD 42,000 - 65,000; Full time

Job summary

Raymond James & Associates seeks a dynamic Client Service Associate to join our growing team. This essential role provides high-quality administrative support to Financial Advisors, clients, and branch staff, requiring strong communication across phone, email, and in-person channels.

The ideal candidate will be organized, detail-oriented, and capable of handling multiple tasks with deadlines in a fast-paced environment, while maintaining a client-first service mindset.

Qualifications

• High School Diploma or equivalent.
• 1+ years securities industry experience preferred.
• Experience with client service in financial services is a plus.

Responsibilities

• Serve a high volume of daily interactions with clients and prospects by phone, email, in-person, and mailings.
• Support Financial Advisors and branch staff with administrative tasks and reporting.
• Process client accounts and research information using internal databases.
• Prepare letters, forms, and reports for client servicing and prospecting.
• Maintain CRM records and generate client-specific reports for advisors.

Skills

CRM software

Excel

Effective communication

Education

High School Diploma or equivalent

1+ years securities industry experience

Tools

CRM software

Excel

Job description

Raymond James & Associates seeks a dynamic Client Service Associate to join our growing team. This essential role provides high-quality administrative support to Financial Advisors, clients, and branch staff, requiring strong communication across phone, email, and in-person channels.

The ideal candidate will be organized, detail-oriented, and capable of handling multiple tasks with deadlines in a fast-paced environment, while maintaining a client-first service mindset.