Financial Services Client Support Specialist

Raymond James Financial, Inc.; Salt Lake City (UT); On-site; USD 42,000 - 54,000; Full time

Job summary

Raymond James Financial, Inc. is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors and clients.

The role involves handling inquiries, scheduling meetings, processing transactions, and maintaining CRM records in a fast-paced branch environment. The ideal candidate brings a High School Diploma or equivalent and at least 1 year of securities industry experience, with strong communication and organizational skills to support a busy advisory team.

Qualifications

• High School Diploma or equivalent and 1+ years securities industry experience preferred.

Responsibilities

• Provide high-quality administrative support to Financial Advisors and branch staff.
• Handle client inquiries, schedule meetings, and assist with client communications.
• Process client financial transactions and prepare reports for advisors.
• Open new client accounts and verify data in internal systems.
• Maintain accurate paperwork and documentation and follow up as needed.

Skills

CRM software

Excel

Effective communication

Education

High School Diploma or equivalent

Job description

Raymond James Financial, Inc. is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors and clients.

The role involves handling inquiries, scheduling meetings, processing transactions, and maintaining CRM records in a fast-paced branch environment. The ideal candidate brings a High School Diploma or equivalent and at least 1 year of securities industry experience, with strong communication and organizational skills to support a busy advisory team.