Part-Time Banking Client Services Pro

Raymond James, Inc.; Newport Beach (CA); On-site; USD 33,000 - 45,000; Part time

Benefits offered by this job

Health benefits

Retirement plan

Paid time off

Job summary

Raymond James, Inc. is seeking a part-time Client Service Associate in Newport Beach, CA. The role involves handling high volumes of client interactions via phone, email, and in person while supporting Financial Advisors and staff.

The ideal candidate has at least a high school diploma and 0–3 months of securities industry experience. You will maintain records, prepare reports, and assist with client onboarding and events.

Qualifications

• High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred.
• Strong communication across multiple platforms (phone, email, in-person, virtual).
• Detail oriented with ability to organize and track multiple tasks with changing priorities.

Responsibilities

• Services a high volume of daily client interactions, including inquiries and scheduling meetings.
• Processes client financial transactions and expenses with accuracy.
• Opens new client accounts and verifies information in internal systems.
• Prepares letters, forms and reports to service clients and support advisers.

Skills

CRM software

Excel reporting

Customer service

Communication skills

Time management

Education

High School Diploma

Tools

CRM software

Databases

Job description

Raymond James, Inc. is seeking a part-time Client Service Associate in Newport Beach, CA. The role involves handling high volumes of client interactions via phone, email, and in person while supporting Financial Advisors and staff.

The ideal candidate has at least a high school diploma and 0–3 months of securities industry experience. You will maintain records, prepare reports, and assist with client onboarding and events.