Financial Services Client Support Specialist

100 Raymond James & Associates, Inc.; Ruston (LA); On-site; USD 42,000 - 66,000; Full time

Job summary

Raymond James is seeking a Client Service Associate to join our team. The role provides high-quality administrative support to Financial Advisors, prospective and existing clients, and branch staff. Strong communication across multiple platforms and meticulous task management are essential.

Ideal candidates will have a High School Diploma or equivalent and prior securities industry experience is a plus. The position emphasizes accuracy, client service excellence, and the ability to handle

Qualifications

• General office practices and effective communication across platforms.
• Ability to organize, manage, and track multiple tasks with changing priorities.
• Experience in the securities industry or related work is preferred.

Responsibilities

• Handle high volume daily client interactions via phone, in person, virtual, and mailings.
• Support Financial Advisors and branch staff with administrative tasks and client servicing.
• Process client financial transactions and assist with account opening and documentation.
• Prepare letters, forms, and reports for client servicing and prospecting.
• Maintain records and CRM data, and support marketing efforts and events.

Skills

Communication

Organizational skills

Customer service

Education

High School Diploma or equivalent

Tools

CRM software

Excel

Job description

Raymond James is seeking a Client Service Associate to join our team. The role provides high-quality administrative support to Financial Advisors, prospective and existing clients, and branch staff. Strong communication across multiple platforms and meticulous task management are essential.

Ideal candidates will have a High School Diploma or equivalent and prior securities industry experience is a plus. The position emphasizes accuracy, client service excellence, and the ability to handle