Senior Client Service Specialist

raymondjames; Memphis (TN); On-site; USD 42,000 - 63,000; Full time

Job summary

Raymond James in Memphis seeks a dynamic Client Service Associate to provide high-quality administrative support to Financial Advisors, their clients, and branch staff. You will manage multi-channel communications, organize tasks, and help with client onboarding and reporting.

The role requires strong communication, attention to detail, proficiency with CRM software and Excel, and the ability to handle changing priorities in a fast-paced environment while delivering exceptional service.

Qualifications

• Experience using CRM software to manage client records and communications.
• Strong communication skills across phone, email, and in-person.
• Detail-oriented with ability to manage multiple tasks and deadlines.

Responsibilities

• Serve a high volume of client inquiries and schedule meetings with prospective and existing clients.
• Open new client accounts, research client and security information, and maintain daily contacts.
• Prepare reports and client-specific documentation for review by Financial Advisors.
• Maintain and update records using CRM systems and other internal tools.
• Assist Financial Advisors with client communications and outreach efforts.

Skills

CRM software

Excel

Communication

Multichannel support

Tools

CRM software

Microsoft Excel

Job description

Raymond James in Memphis seeks a dynamic Client Service Associate to provide high-quality administrative support to Financial Advisors, their clients, and branch staff. You will manage multi-channel communications, organize tasks, and help with client onboarding and reporting.

The role requires strong communication, attention to detail, proficiency with CRM software and Excel, and the ability to handle changing priorities in a fast-paced environment while delivering exceptional service.