Financial Services Client Support Specialist

130 Raymond James Financial Services, Inc.; Wheaton (IL); On-site; USD 36,000 - 75,000; Full time

Job summary

Foundation Wealth Strategies in Wheaton, IL seeks a Client Service Associate to provide high-touch administrative support to Financial Advisors, their clients, and branch staff. You will manage scheduling, inquiries, and basic account processing with accuracy in a fast-paced environment.

This role emphasizes strong communication, attention to detail, CRM usage, and collaboration with team members. Travel is minimal; benefits include medical, retirement, and PTO.

Qualifications

• 1+ years of customer service experience in a financial services environment

Responsibilities

• Daily interactions with clients to schedule meetings and answer inquiries
• Provide essential support to financial advisors and branch staff
• Process client transactions and expense reports with accuracy
• Open new client accounts and verify client and security information
• Prepare business summary reports and client-specific reporting
• Maintain and organize records using CRM software
• Assist advisors with marketing events and client-facing activities
• Engage in training and professional development opportunities

Skills

CRM software

Excel

Communication

Tools

CRM software

Excel

Job description

Foundation Wealth Strategies in Wheaton, IL seeks a Client Service Associate to provide high-touch administrative support to Financial Advisors, their clients, and branch staff. You will manage scheduling, inquiries, and basic account processing with accuracy in a fast-paced environment.

This role emphasizes strong communication, attention to detail, CRM usage, and collaboration with team members. Travel is minimal; benefits include medical, retirement, and PTO.