Financial Client Services Specialist

Raymond James; Scottsdale (AZ); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Critical illness insurance

Accident insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, their clients, and branch staff. The role requires strong communication across channels and the ability to manage multiple tasks in a fast-paced environment.

You will handle client inquiries, process transactions, open accounts, and assist with marketing efforts and reporting. A High School Diploma and 1+ years in securities or related work are preferred.

Qualifications

• High School Diploma or equivalent and 1+ years securities industry or related work experience preferred.

Responsibilities

• Provide high quality administrative support to Financial Advisors and clients.
• Process client financial transactions and expenses for the team.
• Open new client accounts and research client information in internal systems.
• Prepare letters, forms and reports to assist servicing existing clients and prospecting.
• Maintain CRM records and support marketing events for advisors.

Skills

CRM software

Excel

Communication skills

Customer service

Organizational skills

Problem solving

Education

High School Diploma or equivalent

Job description

Raymond James is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, their clients, and branch staff. The role requires strong communication across channels and the ability to manage multiple tasks in a fast-paced environment.

You will handle client inquiries, process transactions, open accounts, and assist with marketing efforts and reporting. A High School Diploma and 1+ years in securities or related work are preferred.