Financial Services Client Support Specialist

Raymond James; Orlando (FL); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Benefits package

Retirement plan

Paid time off

Job summary

Raymond James in Orlando seeks a Registered Client Service Associate to support Financial Advisors and clients with high-quality administrative service. You will manage scheduling, document processing, and client inquiries across multiple channels, contributing to smooth branch operations.

The ideal candidate will be detail-oriented, possess strong CRM/Excel skills, and communicate effectively to handle changing priorities in a fast-paced environment. Competitive benefits are offered.

Qualifications

• High School Diploma or equivalent with 1+ years in securities or related work (preferred).
• Knowledge of investments, markets, and industry regulations.
• Proficient with CRM software and Excel for reporting.

Responsibilities

• Handle high volume client inquiries via phone, in-person, or email.
• Support financial advisors and branch staff in daily tasks.
• Process client transactions and track expenses with accuracy.
• Open new client accounts; research client data.
• Prepare letters, forms and reports for client servicing.
• Maintain CRM records and client-specific reporting.
• Assist with marketing events and seminars.

Skills

CRM software

Excel reporting

Communication skills

Customer service

Education

High School Diploma

Tools

CRM software

Job description

Raymond James in Orlando seeks a Registered Client Service Associate to support Financial Advisors and clients with high-quality administrative service. You will manage scheduling, document processing, and client inquiries across multiple channels, contributing to smooth branch operations.

The ideal candidate will be detail-oriented, possess strong CRM/Excel skills, and communicate effectively to handle changing priorities in a fast-paced environment. Competitive benefits are offered.