Senior Client Services Pro for Financial Advisors

Raymond James; Birmingham (MI); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James is seeking a Client Service Associate to provide high-quality administrative support to Financial Advisors, clients, and branch staff. You will handle scheduling, client inquiries, account openings, and documentation with accuracy and professionalism.

The role requires strong communication across multiple channels, excellent organizational skills, and the ability to manage multiple tasks in a fast-paced environment.

Qualifications

• Experience with client service in financial services or related field.
• Ability to manage multiple tasks with competing deadlines in a fast-paced environment.
• Strong communication skills across phone, email, and in-person channels.

Responsibilities

• Serve a high volume of client interactions via phone, in-person, and virtual channels.
• Open new client accounts and research client and security information.
• Prepare business reports and client-specific reporting for advisors.
• Maintain CRM records and assist with marketing materials and LinkedIn posting.
• Support financial advisors with scheduling, document processing, and account maintenance.

Skills

CRM software

Microsoft Excel

Effective communication

Education

High School Diploma or equivalent

Tools

CRM software

Job description

Raymond James is seeking a Client Service Associate to provide high-quality administrative support to Financial Advisors, clients, and branch staff. You will handle scheduling, client inquiries, account openings, and documentation with accuracy and professionalism.

The role requires strong communication across multiple channels, excellent organizational skills, and the ability to manage multiple tasks in a fast-paced environment.