High-Touch Financial Client Services Specialist

Raymond James; Scottsdale (AZ); On-site; USD 42,000 - 54,000; Full time

Job summary

Raymond James in Scottsdale, AZ is seeking a Client Service Associate to deliver high-touch administrative support to Financial Advisors and clients. The role requires effective communication across channels, strong organizational abilities, and precise handling of client data within CRM systems.

You will open new accounts, research client information, prepare reports, and assist with marketing events. This is a fast-paced, client-facing position with growth opportunities in a collaborative team

Qualifications

• High School diploma required.
• 0–3 months general experience.
• Strong communication and organizational skills.

Responsibilities

• Assist Financial Advisors and clients with routine inquiries and scheduling.
• Process client transactions and prepare reports with accuracy.
• Open new client accounts and maintain CRM records.
• Provide high level of customer service in a fast-paced environment.

Skills

CRM software

Excel

Customer service

Communication

Education

High School Diploma

Tools

CRM software

Excel

Job description

Raymond James in Scottsdale, AZ is seeking a Client Service Associate to deliver high-touch administrative support to Financial Advisors and clients. The role requires effective communication across channels, strong organizational abilities, and precise handling of client data within CRM systems.

You will open new accounts, research client information, prepare reports, and assist with marketing events. This is a fast-paced, client-facing position with growth opportunities in a collaborative team