Financial Services Client Support Specialist

Raymond James & Associates; Newport Beach (CA); On-site; USD 33,000 - 45,000; Full time

Job summary

Raymond James & Associates is seeking a dynamic Client Service Associate to support Financial Advisors and serve clients with high-quality administrative assistance. The role requires effective communication across multiple channels and the ability to manage multiple tasks in a fast-paced branch environment.

Ideal candidates will handle client inquiries, assist with account openings, and prepare essential reports while maintaining accuracy and compliance.

Qualifications

• High School Diploma or equivalent and 1+ years securities industry or related work experience preferred.
• CRM and Excel proficiency is desirable.
• Strong communication and multitasking abilities required.

Responsibilities

• Serves a high volume of daily client interactions by phone, in person, and via email.
• Provides essential administrative support to Financial Advisors and branch staff.
• Processes client transactions and expenses with accuracy and attention to detail.
• Opens new client accounts and researches client information using internal systems.
• Prepares letters, forms, and reports to support servicing and prospecting.

Skills

Effective communication

CRM proficiency

Excel

Education

High School Diploma or equivalent

Tools

CRM software

Job description

Raymond James & Associates is seeking a dynamic Client Service Associate to support Financial Advisors and serve clients with high-quality administrative assistance. The role requires effective communication across multiple channels and the ability to manage multiple tasks in a fast-paced branch environment.

Ideal candidates will handle client inquiries, assist with account openings, and prepare essential reports while maintaining accuracy and compliance.