Financial Services Client Specialist

Raymond James Financial, Inc.; Santa Barbara (CA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Retirement plan

Job summary

Raymond James Financial, Inc. seeks a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. You will manage client inquiries, scheduling, reporting, and document processing in a fast-paced, collaborative environment.

Ideal candidates are detail-oriented with strong communication across phone, email, and in-person interactions. The role emphasizes accuracy, organization, and proactive follow-up to ensure timely completion of tasks

Qualifications

• Experience handling client inquiries via multiple channels.
• Ability to open new client accounts and manage documentation.
• Strong Excel skills for reporting and tracking tasks.

Responsibilities

• Serve high volumes of client interactions by phone, email, in person, or virtually.
• Process client financial transactions and advisor/branch expenses accurately.
• Open new client accounts and verify paperwork before submission.

Skills

CRM software

Excel

Communication

Organization

Education

High School Diploma or equivalent

Tools

CRM software

Job description

Raymond James Financial, Inc. seeks a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. You will manage client inquiries, scheduling, reporting, and document processing in a fast-paced, collaborative environment.

Ideal candidates are detail-oriented with strong communication across phone, email, and in-person interactions. The role emphasizes accuracy, organization, and proactive follow-up to ensure timely completion of tasks