Financial Client Support Specialist

Raymond James Financial, Inc.; Washington, Northern (District of Columbia, KY); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Life insurance

Disability benefits

Retirement savings plan

Paid time off including vacation/hols

Parental leave

Job summary

Raymond James Financial, Inc. is seeking a Client Service Associate to support Financial Advisors and clients with high-quality, high-touch administrative service.

The role requires strong communication across phone, email, in-person, and virtual channels, with the ability to organize and track many tasks in a fast-paced environment. The position offers opportunities to manage client accounts, prepare reports, assist with marketing events, and work closely with branch staff to ensure accuracy

Qualifications

• High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred.
• OR ~ An equivalent combination of experience, education, and/or training as approved by Human Resources.

Responsibilities

• Handle a high volume of client inquiries by phone, in person, email, and mailings.
• Process client financial transactions and expenses and expense reports for advisors and branch.
• Open new client accounts and verify information in internal databases/CRM.
• Prepare letters, forms, and client reports to support servicing and prospecting.
• Assist Advisors with marketing efforts and client-facing events.
• Maintain records and files and ensure documentation is accurate and complete.

Skills

Communication

CRM software

Organizational skills

Multi-platform communication

Education

High School Diploma or equivalent

Securities industry experience

Tools

MS Excel

CRM software

Job description

Raymond James Financial, Inc. is seeking a Client Service Associate to support Financial Advisors and clients with high-quality, high-touch administrative service.

The role requires strong communication across phone, email, in-person, and virtual channels, with the ability to organize and track many tasks in a fast-paced environment. The position offers opportunities to manage client accounts, prepare reports, assist with marketing events, and work closely with branch staff to ensure accuracy