Financial Services Client Support Specialist

100 Raymond James & Associates, Inc.; Eagle (ID); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability benefits

Retirement savings

Paid time off

Job summary

Raymond James is seeking a Registered Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. The role involves onboarding, account maintenance, asset transfers, and preparing client-facing materials in a fast-paced environment.

The ideal candidate has strong communication skills across channels, experience with CRM systems, and a commitment to professional development within a premier financial services firm.

Qualifications

• High School Diploma or equivalent and 1+ year securities industry or related work experience preferred

Responsibilities

• Serves as first point of contact to service a high volume of daily interactions with prospective and existing clients
• Onboards new clients, opens new client accounts and researches client and security information using internal databases
• Ensures client information and documentation are current with firm and industry requirements
• Processes and monitors transfer of assets to ensure all assets and cost basis are received
• Monitors cash awaiting investment and communicates opportunities to clients
• Prepares financial reports and materials for client meetings
• Inputs orders and rebalances portfolios for Financial Advisors
• Maintains records using CRM software
• Assists with marketing events for clients
• Engages in training and professional development

Skills

CRM software

Excel

Communication

Organization

Customer service

Multichannel support

Team collaboration

Education

High School Diploma or equivalent

Tools

CRM software

Job description

Raymond James is seeking a Registered Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. The role involves onboarding, account maintenance, asset transfers, and preparing client-facing materials in a fast-paced environment.

The ideal candidate has strong communication skills across channels, experience with CRM systems, and a commitment to professional development within a premier financial services firm.