Financial Services Client Support Specialist

100 Raymond James & Associates, Inc.; New Orleans (LA); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Benefits package

Job summary

Raymond James in New Orleans is seeking a dynamic Client Service Associate to provide high‑touch administrative support to Financial Advisors, clients, and branch staff. The role emphasizes clear communication across phone, email, in‑person, and virtual channels, and requires strong organization to manage multiple tasks in a fast‑paced environment.

You will open new client accounts, process transactions, prepare letters and reports, maintain CRM records, and assist with marketing events.

Qualifications

• High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred.
• An equivalent combination of experience, education, and/or training as approved by Human Resources.

Responsibilities

• Services a high volume of daily interactions with prospective and existing clients by phone, in person, virtually and by mailings.
• Open new client accounts and research client and security information using internal databases and technologies.
• Process client financial transactions and expenses and prepare related reports.
• Prepare letters, forms and reports to assist servicing existing and prospective clients.
• Maintain and utilize CRM records; assist with marketing events and seminars.
• Enter orders at the direction of the Financial Advisor.

Skills

CRM

Excel

Communication

Organization

Customer service

Attention to detail

Education

High School Diploma

Tools

CRM software

Microsoft Office

Job description

Raymond James in New Orleans is seeking a dynamic Client Service Associate to provide high‑touch administrative support to Financial Advisors, clients, and branch staff. The role emphasizes clear communication across phone, email, in‑person, and virtual channels, and requires strong organization to manage multiple tasks in a fast‑paced environment.

You will open new client accounts, process transactions, prepare letters and reports, maintain CRM records, and assist with marketing events.