Financial Services Client Experience Associate

Raymond James, Inc.; Fayetteville (GA); Hybrid; USD 45,000 - 60,000; Full time

Job summary

Raymond James, Inc. in Fayetteville, GA is hiring a Client Service Associate to support Financial Advisors and clients with timely, accurate service. This role requires strong communication across phone, email, in-person, and virtual channels, and involves scheduling, account processing, and documentation.

Ideal candidates must be organized and capable of managing multiple tasks with changing priorities, delivering professional client service in a fast-paced environment.

Qualifications

• High School Diploma or equivalent required.
• 0-3 months of securities industry or related experience preferred.
• Experience with CRM and Excel is advantageous.

Responsibilities

• Serves a high volume of client inquiries and scheduling via phone, email, in person, and virtual channels.
• Processes client transactions and prepares reports to assist Financial Advisors.
• Maintains records, opens new client accounts, and ensures documentation is accurate.

Skills

CRM software

Excel

Communication

Education

High School Diploma

Tools

CRM software

Job description

Raymond James, Inc. in Fayetteville, GA is hiring a Client Service Associate to support Financial Advisors and clients with timely, accurate service. This role requires strong communication across phone, email, in-person, and virtual channels, and involves scheduling, account processing, and documentation.

Ideal candidates must be organized and capable of managing multiple tasks with changing priorities, delivering professional client service in a fast-paced environment.