Financial Client Services Specialist

Raymond James, Inc.; Waukesha (WI); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Paid time off

Retirement plan

Job summary

Raymond James, Inc. in Waukesha, WI is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors and clients.

The role requires effective communication across phone, email, in-person and virtual channels, and strong organization to manage multiple tasks in a fast-paced environment. The successful candidate will handle client inquiries, open accounts, prepare forms and reports, and maintain CRM records while supporting branch operations and marketing

Qualifications

• High school diploma or equivalent; securities industry experience preferred.
• Strong communication and multitasking across in-person, phone and email channels.
• Proficient with CRM systems and Excel reporting.

Responsibilities

• Handle high-volume client inquiries and schedule meetings.
• Open new client accounts and verify client data.
• Prepare letters, forms and reports for client servicing.
• Maintain CRM records and assist advisors with marketing events.

Skills

CRM software

Excel

Communication

Education

High School Diploma

Job description

Raymond James, Inc. in Waukesha, WI is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors and clients.

The role requires effective communication across phone, email, in-person and virtual channels, and strong organization to manage multiple tasks in a fast-paced environment. The successful candidate will handle client inquiries, open accounts, prepare forms and reports, and maintain CRM records while supporting branch operations and marketing