Hybrid Client Service Specialist

Raymond James; Portland (ME); Hybrid; USD 45,000 - 75,000; Full time

Benefits offered by this job

Benefits package including medical, (d

Retirement savings

Job summary

Raymond James is seeking a dynamic Client Service Associate in Portland, ME, to provide high-quality administrative support to Financial Advisors, clients, and branch staff. The role demands strong communication across phone, email, in-person, and virtual channels, plus the ability to organize and track multiple tasks with shifting priorities in a fast-paced environment.

You will assist with client accounts, research information in internal systems, and help prepare reports for advisors.

Qualifications

• High school diploma or equivalent.
• 3–6 years of financial services experience.

Responsibilities

• Serve a high volume of daily client interactions and schedule meetings across in-person, phone, email, and virtual channels.
• Provide crucial support to financial advisors and branch office staff.
• Open new client accounts and research client and security information in internal systems.
• Process insurance documents with careful attention to detail.
• Prepare business summaries and client-specific reporting for advisors.
• Oversee outside account reporting, securities submissions, and license renewals.
• Ensure client paperwork and documentation are accurate and properly submitted.

Skills

CRM software

Excel

Effective communication

Job description

Raymond James is seeking a dynamic Client Service Associate in Portland, ME, to provide high-quality administrative support to Financial Advisors, clients, and branch staff. The role demands strong communication across phone, email, in-person, and virtual channels, plus the ability to organize and track multiple tasks with shifting priorities in a fast-paced environment.

You will assist with client accounts, research information in internal systems, and help prepare reports for advisors.