Financial Services Client Support Specialist

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

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

Life Insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James is seeking a Client Service Associate in Newport Beach, CA to support Financial Advisors and clients with high‑touch administrative tasks. The role requires strong communication, meticulous organization, and the ability to manage multiple tasks in a fast-paced environment.

The successful candidate will open client accounts, process transactions, and assist with marketing activities and reporting, while maintaining compliant documentation and strong client service standards.

Qualifications

• High School diploma or equivalent is required.
• 0–3 months of general work experience.

Responsibilities

• Handle high-volume client interactions by phone, email, in-person, and mailings.
• Open new client accounts and research client and security information using internal databases.
• Prepare letters, forms, and reports to assist with servicing existing clients and prospecting for new clients.
• Assist Financial Advisors with marketing efforts including seminars and other client-facing events.
• Maintain accurate records and CRM data; ensure timely submission and processing.

Skills

Communication

Customer service

Multitasking

Organizational skills

Problem solving

Education

High School completion

Tools

CRM software

Excel

Job description

Raymond James is seeking a Client Service Associate in Newport Beach, CA to support Financial Advisors and clients with high‑touch administrative tasks. The role requires strong communication, meticulous organization, and the ability to manage multiple tasks in a fast-paced environment.

The successful candidate will open client accounts, process transactions, and assist with marketing activities and reporting, while maintaining compliant documentation and strong client service standards.