Part-Time Client Services Specialist

Raymond James Financial, Inc.; Virginia Beach (VA); Hybrid; USD 29,000 - 45,000; Part time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Retirement benefits

Job summary

Raymond James Financial, Inc. seeks a Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. You will handle scheduling, inquiries, and documentation across multiple channels, contributing to smooth branch operations.

The role requires excellent communication, strong organizational skills, and accuracy in processing transactions, with CRM usage and collaboration across the team in a fast-paced environment. 25 hours weekly, benefits vary.

Qualifications

• High School Diploma or equivalent; one+ years securities industry or related experience preferred.
• This is a Part Time role-25 hours per week.
• Education High School (HS) (Required).

Responsibilities

• Serves a high volume of daily interactions, including basic inquiries and scheduling of meetings, with clients.
• Provides crucial support to financial advisors and branch office staff.
• Processes client financial transactions and expenses and expense reports.
• Opens new client accounts and researches client information using internal databases.
• Ensures client paperwork is accurate prior to submission and processing.
• Prepares letters, forms and reports to assist servicing existing clients and prospecting for new clients.
• Maintains CRM records and assists with marketing efforts and events.

Skills

CRM software

Excel

Customer service

Communication skills

Education

High School Diploma

Tools

CRM software

Microsoft Office

Job description

Raymond James Financial, Inc. seeks a Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. You will handle scheduling, inquiries, and documentation across multiple channels, contributing to smooth branch operations.

The role requires excellent communication, strong organizational skills, and accuracy in processing transactions, with CRM usage and collaboration across the team in a fast-paced environment. 25 hours weekly, benefits vary.