Financial Services Client Support Specialist

Raymond James; St. Louis (MO); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Benefits package

Job summary

Raymond James in St. Louis, MO is seeking a Client Service Associate to deliver high-quality administrative support to Financial Advisors and clients.

You will manage scheduling, CRM data, reporting, and client communications across multiple channels in a fast-paced environment. Ideal candidates have a High School Diploma and 0–3 months securities industry experience, with strong organizational and communication skills and the ability to handle multiple tasks with competing priorities.

Qualifications

• High School Diploma or equivalent with 0–3 months securities industry or related experience preferred.
• Strong organizational and communication skills across multiple platforms.
• Ability to manage multiple tasks with changing priorities in a fast-paced environment.

Responsibilities

• Provide high quality administrative support to Financial Advisors and clients.
• Schedule meetings, handle inquiries, and assist with client accounts and paperwork.
• Prepare reports and maintain CRM records and client communications.

Skills

CRM software

Excel

Communication

Education

High School Diploma

Tools

CRM

Job description

Raymond James in St. Louis, MO is seeking a Client Service Associate to deliver high-quality administrative support to Financial Advisors and clients.

You will manage scheduling, CRM data, reporting, and client communications across multiple channels in a fast-paced environment. Ideal candidates have a High School Diploma and 0–3 months securities industry experience, with strong organizational and communication skills and the ability to handle multiple tasks with competing priorities.