Financial Services Client Success Associate

Raymond James, Inc.; Sarasota, Northern (FL, KY); Hybrid; USD 40,000 - 55,000; Full time

Job summary

Raymond James, Inc. in Sarasota, Florida is seeking a Client Service Associate to support Financial Advisors by delivering high-touch administrative service to clients and branch staff.

You will manage schedules, process transactions, open accounts, and prepare reports with accuracy and discretion. The role requires strong communication across phone, email, in-person and virtual channels, solid organizational skills, and the ability to handle changing priorities in a fast-paced environment.

Qualifications

• High School Diploma or equivalent and 4–6 months securities industry or related experience preferred.
• Experience with CRM software and Microsoft Excel is a plus.
• Strong communication skills across multiple platforms (phone, email, in-person, virtual).

Responsibilities

• Serve a high volume of daily interactions with clients on the phone, in person, or virtually.
• Process client financial transactions and support advisor/branch office operations.
• Open new client accounts and maintain client paperwork and documentation.

Skills

CRM software

Excel

Effective communication

Education

High School Diploma

Job description

Raymond James, Inc. in Sarasota, Florida is seeking a Client Service Associate to support Financial Advisors by delivering high-touch administrative service to clients and branch staff.

You will manage schedules, process transactions, open accounts, and prepare reports with accuracy and discretion. The role requires strong communication across phone, email, in-person and virtual channels, solid organizational skills, and the ability to handle changing priorities in a fast-paced environment.