Senior Client Services Specialist – Financial Advisory

100 Raymond James & Associates, Inc.; Birmingham (MI); Presencial; USD 42.000 - 64.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical

Dental

Vision

Life Insurance

Disability benefits

Paid time off

Parental leave

Descripción de la vacante

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

Responsibilities include handling client inquiries, opening accounts, maintaining CRM records, and supporting marketing efforts.

Formación

• High School Diploma and 3+ years financial services or related administrative support experience.
• Strong written and verbal communication across multiple platforms.
• Detail-oriented with ability to manage multiple priorities in a fast-paced environment.

Responsabilidades

• Handle high volume client interactions by phone, in person, or virtually.
• Open new client accounts and maintain client records using internal databases.
• Prepare business reports and assist with marketing efforts for advisors.
• Maintain client documentation and ensure accuracy prior to processing.

Conocimientos

Communication

Organization

Attention to detail

Educación

High School Diploma

Herramientas

CRM software

Excel

Descripción del empleo

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

Responsibilities include handling client inquiries, opening accounts, maintaining CRM records, and supporting marketing efforts.