Financial Client Services Specialist

Raymond James; Winter Haven (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life insurance

Disability benefits

Retirement savings

Paid time off

Job summary

Raymond James is seeking a motivated Client Service Associate in Winter Haven, FL to support Financial Advisors and clients with high-quality service. The role requires strong communication across channels and the ability to manage multiple tasks in a fast-paced office environment.

Responsibilities include handling inquiries, opening accounts, processing transactions, and assisting with client events and reporting.

Qualifications

• High School Diploma or equivalent required.
• 1+ year securities industry or related experience preferred.
• Strong communication and customer service skills.

Responsibilities

• Serve a high volume of daily client inquiries by phone, in person, and via email.
• Open accounts and process client transactions with accuracy.
• Prepare reports and maintain client records using CRM software.
• Support Financial Advisors with meetings, seminars and client events.

Skills

CRM software

Excel

Communication

Customer service

Education

High School Diploma

Tools

CRM software

Job description

Raymond James is seeking a motivated Client Service Associate in Winter Haven, FL to support Financial Advisors and clients with high-quality service. The role requires strong communication across channels and the ability to manage multiple tasks in a fast-paced office environment.

Responsibilities include handling inquiries, opening accounts, processing transactions, and assisting with client events and reporting.