High-Touch Client Services Associate for Advisors

Raymond James Financial, Inc.; Shreveport (LA); On-site; USD 38,000 - 62,000; Full time

Benefits offered by this job

Benefits package (medical, dental, and

Vision insurance

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James is seeking a dynamic Client Service Associate to support Financial Advisors and clients with high-touch administrative services. You will manage inquiries, schedule meetings, and process client transactions with accuracy in a fast-paced environment.

The role requires strong communication, organization, and CRM/Excel proficiency, with opportunities for training and professional development within a client-first culture.

Qualifications

• High School Diploma or equivalent; securities industry experience preferred.
• Strong communication and customer service skills.
• Proficiency with CRM software and Excel.

Responsibilities

• Handle high volume client inquiries via multiple channels.
• Process client financial transactions and expense reports.
• Open new client accounts and verify information.
• Prepare letters, forms, and reports for servicing clients.
• Assist advisors with marketing events.
• Maintain accurate client records in CRM.

Skills

CRM software

Excel

Communication

Organization

Customer service

Problem solving

Education

High School Diploma or equivalent

1+ years securities industry experience

Tools

CRM software

Microsoft Office

Job description

Raymond James is seeking a dynamic Client Service Associate to support Financial Advisors and clients with high-touch administrative services. You will manage inquiries, schedule meetings, and process client transactions with accuracy in a fast-paced environment.

The role requires strong communication, organization, and CRM/Excel proficiency, with opportunities for training and professional development within a client-first culture.