Financial Services Client Support Specialist

Raymond James, Inc.; Buffalo (NY); Hybrid; USD 45.000 - 60.000; Vollzeit

Benefits dieser Stelle

Benefits package

Zusammenfassung

Raymond James, Inc. Buffalo NY seeks a dynamic Client Service Associate to provide high-quality administrative support to Financial Advisors, clients, and branch staff.

You will manage client inquiries across phone, email, in-person and virtual channels, and help organize meetings and reports with strong attention to detail. The role requires effective communication, the ability to handle multiple tasks with changing priorities, and prior experience in client service or securities.

Qualifikationen

• High School Diploma or equivalent required.
• 1+ years securities industry experience preferred.
• Strong communication and multi-channel service skills.

Aufgaben

• Service a high volume of client inquiries via phone, email, in-person, and mailings.
• Process client transactions and expenses with accuracy.
• Open new client accounts and maintain CRM records.
• Prepare letters, forms and reports for client servicing and prospecting.

Kenntnisse

CRM software

Excel

Communication

Ausbildung

High School Diploma

Tools

CRM software

Jobbeschreibung

Raymond James, Inc. Buffalo NY seeks a dynamic Client Service Associate to provide high-quality administrative support to Financial Advisors, clients, and branch staff.

You will manage client inquiries across phone, email, in-person and virtual channels, and help organize meetings and reports with strong attention to detail. The role requires effective communication, the ability to handle multiple tasks with changing priorities, and prior experience in client service or securities.