Financial Services Client Experience Specialist

Raymond James; Houston (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

Raymond James is seeking a dynamic Registered Client Service Associate in Houston, Texas. This role provides essential administrative support to Financial Advisors and clients, requiring strong communication skills and the ability to manage multiple tasks in a fast-paced environment.

The ideal candidate will have a High School Diploma or equivalent, with at least one year of related experience. Join our team and explore what a career at Raymond James can offer!

Qualifications

• One or more years of securities industry experience preferred.
• High School Diploma or equivalent education required.
• Knowledge of investment concepts and financial markets.

Responsibilities

• Serve as first point of contact for clients.
• Onboard new clients and manage account information.
• Prepare financial reports for client meetings.

Skills

Effective communication

Client Relationship Management software

Excel proficiency

Education

High School Diploma or equivalent

Tools

CRM software

Investment tracking tools

Job description

Raymond James is seeking a dynamic Registered Client Service Associate in Houston, Texas. This role provides essential administrative support to Financial Advisors and clients, requiring strong communication skills and the ability to manage multiple tasks in a fast-paced environment.

The ideal candidate will have a High School Diploma or equivalent, with at least one year of related experience. Join our team and explore what a career at Raymond James can offer!