Part-Time Financial Client Experience Specialist

100 Raymond James & Associates, Inc.; Virginia Beach (VA); On-site; USD 29,000 - 45,000; Part time

Benefits offered by this job

Benefits package

Part-time 25 hours/week

Job summary

100 Raymond James & Associates, Inc. is seeking a part-time Client Service Associate in Virginia Beach to provide high-touch administrative support to Financial Advisors and clients.

You will handle scheduling, client communications, and basic account processing, while maintaining CRM records and reports. The role requires strong organizational skills, effective communication across platforms, and the ability to manage multiple tasks in a fast-paced environment.

Qualifications

• High School Diploma or equivalent; securities industry experience preferred.
• Part‑time role: 25 hours per week.
• Experience with client service and basic financial transactions is a plus.

Responsibilities

• Handle high-volume client interactions by phone, email, or in person.
• Support Financial Advisors and branch staff with administrative tasks.
• Process client transactions and expense reports accurately.
• Open new client accounts and verify client data in databases.
• Prepare letters, forms, and reports for client servicing and prospecting.
• Create and maintain client reports and CRM records.
• Assist with marketing events for client outreach.
• Maintain compliance with firm policies and procedures.

Skills

CRM software

Excel

Communication

Scheduling

Financial services

Education

High School Diploma

Tools

Microsoft Office

CRM software

Data entry systems

Job description

100 Raymond James & Associates, Inc. is seeking a part-time Client Service Associate in Virginia Beach to provide high-touch administrative support to Financial Advisors and clients.

You will handle scheduling, client communications, and basic account processing, while maintaining CRM records and reports. The role requires strong organizational skills, effective communication across platforms, and the ability to manage multiple tasks in a fast-paced environment.