Financial Services Client Concierge

Raymond James & Associates; Louisville (KY); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Retirement savings

Paid time off

Job summary

Raymond James & Associates in Louisville seeks a Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. The role requires organized, proactive problem-solving and effective communication across phone, email, in-person, and virtual channels.

The ideal candidate will handle scheduling, client inquiries, account openings, reports, CRM maintenance, and events support, contributing to a fast-paced team environment. Competitive benefits are included.

Qualifications

• High School Diploma or equivalent is required or preferred.
• 1+ year securities industry or related work experience preferred.
• Strong communication, organization and multitasking abilities are essential.
• Proactive problem solving and attention to detail are needed.

Responsibilities

• Handles a high volume of client interactions by phone, in person, email and mailings.
• Provides essential administrative support to financial advisors and branch staff.
• Processes client financial transactions and manages expense reporting.
• Opens new client accounts and researches information in internal systems.
• Prepares letters, forms, and reports for servicing clients and prospecting new business.
• Maintains CRM records and supports marketing events.
• Assists with orders as directed by the financial advisor.

Skills

CRM software

Excel

Communication

Education

High School Diploma or equivalent

Tools

Microsoft Excel

Job description

Raymond James & Associates in Louisville seeks a Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. The role requires organized, proactive problem-solving and effective communication across phone, email, in-person, and virtual channels.

The ideal candidate will handle scheduling, client inquiries, account openings, reports, CRM maintenance, and events support, contributing to a fast-paced team environment. Competitive benefits are included.