Senior Client Services & Advisor Support Specialist

Stratosoneseven; Greenville, Northern (SC, KY); Hybrid; USD 52,000 - 68,000; Full time

Benefits offered by this job

Benefits package

Paid time off

Professional development

Employee referral program

Job summary

Raymond James is seeking a dynamic Client Service Associate to deliver high-quality administrative support to Financial Advisors and clients in Greenville, SC. The role emphasizes proactive service, strong organization, and effective communication across phone, email, in-person and virtual channels.

Ideal candidates will have a High School Diploma with 3+ years in financial services, familiarity with CRM systems, and the ability to manage multiple tasks in a fast-paced environment while

Qualifications

• CRM software experience for client servicing and data management.
• Strong Excel skills for reporting and tracking.
• Excellent written and verbal communication across phone, email, in-person and virtual channels.

Responsibilities

• Serve high volume of client interactions via phone, in person, email, and mailings.
• Support Financial Advisors and branch staff with administrative tasks.
• Open client accounts, research client data, and track daily contacts.
• Process documents for insurance purchases, distributions, and retirement accounts.
• Prepare business reports and client-specific reporting for review by advisors.
• Maintain CRM records and assist with marketing materials and posting content.
• Enter orders as directed by Financial Advisors and pursue ongoing training.

Skills

CRM software

Excel

Communication across platforms

Education

High School Diploma

3+ years financial services experience

Job description

Raymond James is seeking a dynamic Client Service Associate to deliver high-quality administrative support to Financial Advisors and clients in Greenville, SC. The role emphasizes proactive service, strong organization, and effective communication across phone, email, in-person and virtual channels.

Ideal candidates will have a High School Diploma with 3+ years in financial services, familiarity with CRM systems, and the ability to manage multiple tasks in a fast-paced environment while