Senior Client Service Associate - Advisory Support

Thecentermemphis; Memphis (TN); On-site; USD 42,000 - 58,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

Paid time off

Job summary

Raymond James is seeking a proactive Client Service Associate to deliver high-quality administrative support to Financial Advisors and clients. The role requires strong communication across multiple platforms, detail orientation, and the ability to manage multiple tasks with changing priorities in a fast-paced environment.

Ideal candidates will have a High School Diploma and 3+ years of financial services experience, with familiarity in CRM systems and reporting.

Qualifications

• High School Diploma or equivalent.
• Minimum of three (3) years financial services industry experience.

Responsibilities

• Handle high volume client interactions via phone, in-person, virtual, and mailings.
• Open new client accounts and research client information.
• Prepare reports and assist with marketing efforts to support Financial Advisors.

Skills

Effective communication

Attention to detail

Time management

Education

High School Diploma or equivalent

Tools

CRM software

Excel

Job description

Raymond James is seeking a proactive Client Service Associate to deliver high-quality administrative support to Financial Advisors and clients. The role requires strong communication across multiple platforms, detail orientation, and the ability to manage multiple tasks with changing priorities in a fast-paced environment.

Ideal candidates will have a High School Diploma and 3+ years of financial services experience, with familiarity in CRM systems and reporting.