High-Touch Client Services Specialist for Financial Advisors

Raymond James Financial, Inc.; Denver (CO); On-site; USD 45,000 - 55,000; Full time

Job summary

A leading financial services firm in Denver is seeking a Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. The ideal candidate should possess strong organizational skills, effective communication abilities across various platforms, and a proactive approach to client service. Responsibilities include processing transactions, assisting with marketing efforts, and maintaining accurate records. This is an excellent opportunity for someone looking to grow in a dynamic team-oriented environment.

Qualifications

• 1+ years in the securities industry or related work experience preferred.
• High School Diploma or equivalent is required.
• Experience with client-facing roles is preferred.

Responsibilities

• Provide administrative support to Financial Advisors and clients.
• Process client financial transactions and expenses.
• Assist with marketing efforts and client events.
• Maintain records using CRM software.

Skills

Client Relationship Management (CRM) software

Excel

Effective communication

Education

High School Diploma or equivalent

1+ years in securities industry or related work experience

Job description

A leading financial services firm in Denver is seeking a Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. The ideal candidate should possess strong organizational skills, effective communication abilities across various platforms, and a proactive approach to client service. Responsibilities include processing transactions, assisting with marketing efforts, and maintaining accurate records. This is an excellent opportunity for someone looking to grow in a dynamic team-oriented environment.