Financial Services Client Concierge for Advisors

100 Raymond James & Associates, Inc.; Scottsdale (AZ); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

Benefits package

Career development opportunities

Job summary

Raymond James is seeking a dynamic Client Service Associate to provide high-quality administrative support to Financial Advisors and their clients. The role requires effective communication across phone, email, in-person, and virtual channels, with strong organizational skills to manage multiple tasks in a fast-paced environment.

You will handle client interactions, assist with account setup, prepare reports, and support marketing efforts.

Qualifications

• High School Diploma or equivalent; 1+ years securities industry experience preferred.
• Strong communication and organizational skills with ability to manage multiple tasks.

Responsibilities

• Process client financial transactions and expenses with accuracy.
• Open new client accounts and research client and security information.
• Prepare letters, forms and reports to assist servicing existing clients and prospecting.
• Maintain CRM records and assist Financial Advisors with marketing events.

Skills

Communication

Organization

multitasking

Education

High School Diploma or equivalent

1+ years securities industry experience (preferred)

Tools

CRM software

Excel

Job description

Raymond James is seeking a dynamic Client Service Associate to provide high-quality administrative support to Financial Advisors and their clients. The role requires effective communication across phone, email, in-person, and virtual channels, with strong organizational skills to manage multiple tasks in a fast-paced environment.

You will handle client interactions, assist with account setup, prepare reports, and support marketing efforts.