Financial Services Client Support Specialist

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

Benefits offered by this job

Medical, dental, vision

Retirement plan

Paid time off

Parental leave

Job summary

Raymond James is seeking a detail-oriented Client Service Associate to support financial advisors and clients in a fast-paced branch environment. You will handle scheduling, communications, account setup, and reporting to ensure high-quality service and client satisfaction.

Ideal candidates will have strong multitasking abilities, excellent communication, and familiarity with CRM systems. This role is based in Newport Beach, CA and offers a comprehensive benefits package and opportunities for

Qualifications

• High School Diploma or equivalent; securities industry experience preferred.
• One year or less experience in related work is acceptable with training.

Responsibilities

• Provide high-volume client interactions by phone, in person, and online.
• Process client financial transactions and expenses with accuracy.
• Open new client accounts and research client information in CRM databases.
• Assist financial advisors with marketing and client-facing events.

Skills

CRM software

Client communication

Attention to detail

Finance concepts

Education

High School Diploma

Job description

Raymond James is seeking a detail-oriented Client Service Associate to support financial advisors and clients in a fast-paced branch environment. You will handle scheduling, communications, account setup, and reporting to ensure high-quality service and client satisfaction.

Ideal candidates will have strong multitasking abilities, excellent communication, and familiarity with CRM systems. This role is based in Newport Beach, CA and offers a comprehensive benefits package and opportunities for