Financial Services Client Support Specialist

Raymond James; Virginia Beach (VA); On-site; USD 45,000 - 80,000; Full time

Job summary

Raymond James in Virginia Beach, VA is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. You will manage a high volume of inquiries, process client transactions, open accounts, and help with marketing events.

The role requires strong communication and organizational skills in a fast-paced environment. Ideal candidates have 3–6 years of general experience, a HS diploma, and preferably a college degree.

Qualifications

• HS Diploma required.
• 3–6 years general experience in a related role.
• Strong communication and multitasking abilities.

Responsibilities

• Handle a high volume of client interactions via phone, email, and in-person.
• Process client financial transactions and prepare related reports.
• Open new client accounts and verify client information in CRM systems.
• Support Financial Advisors with marketing activities and client events.

Skills

CRM software

Excel

Effective communication

Education

HS diploma required

College degree preferred

Job description

Raymond James in Virginia Beach, VA is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. You will manage a high volume of inquiries, process client transactions, open accounts, and help with marketing events.

The role requires strong communication and organizational skills in a fast-paced environment. Ideal candidates have 3–6 years of general experience, a HS diploma, and preferably a college degree.