Hybrid Senior Client Experience Specialist

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

Job summary

Raymond James in Portland, ME seeks a Client Service Associate to support Financial Advisors and clients with high-quality administrative tasks. You will manage inquiries, schedule meetings, and maintain client information across CRM systems while coordinating across a busy branch team.

The role requires strong communication, organization, and the ability to handle multiple priorities in a hybrid work environment.

Qualifications

• High School Diploma or equivalent and a minimum of three (3) years financial services industry experience.
• Experience providing client service and support to Financial Advisors.

Responsibilities

• Handle high volume client interactions via phone, in person, and email, and schedule meetings.
• Provide crucial support to financial advisors and branch staff.
• Open new client accounts and maintain client and security information.
• Process documents for insurance, 529 accounts, distributions, Roth IRA conversions.
• Prepare business summaries and client-specific reports for advisors.
• Maintain CRM records and assist with marketing efforts.
• Enter orders as directed by the Financial Advisor.
• Engage in training and professional development to stay current with policies.

Skills

Effective communication

Organizational skills

Team collaboration

Education

High School Diploma

3+ years financial services experience

Tools

CRM software

Excel

Job description

Raymond James in Portland, ME seeks a Client Service Associate to support Financial Advisors and clients with high-quality administrative tasks. You will manage inquiries, schedule meetings, and maintain client information across CRM systems while coordinating across a busy branch team.

The role requires strong communication, organization, and the ability to handle multiple priorities in a hybrid work environment.