Wealth Management Client Services Lead

Raymond James; Shreveport (LA); On-site; USD 40,000 - 62,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Retirement plan

Paid time off

Parental leave

Job summary

Raymond James is seeking a dynamic Registered Client Service Associate to support Financial Advisors and clients with high-touch administrative duties. The role focuses on service excellence across phone, email, in-person, and virtual interactions in a fast-paced branch environment.

The ideal candidate brings effective communication, strong organizational and time-management skills, and prior client-service experience within financial services. A comprehensive benefits package is offered.

Qualifications

• High School diploma and five years in financial services or an equivalent combination of experience, education, and/or training.
• SIE required; Series 7 required; Series 63/65/66 as required by state.
• Strong communication across multiple platforms and dedicated client service experience.

Responsibilities

• Serve as the first point of contact for a high volume of daily client interactions via phone, email, in person, and virtual channels.
• Provide administrative support to Financial Advisors and clients, including onboarding and meetings.
• Manage client accounts, research information, and prepare reports to improve practice efficiency.
• Assist with marketing efforts and client events for growth and engagement.
• Mentor junior team members and help improve team workflow and performance.

Skills

Effective communication

Organizational skills

Customer service

Time management

Education

High School Diploma

Tools

CRM software

Excel

Job description

Raymond James is seeking a dynamic Registered Client Service Associate to support Financial Advisors and clients with high-touch administrative duties. The role focuses on service excellence across phone, email, in-person, and virtual interactions in a fast-paced branch environment.

The ideal candidate brings effective communication, strong organizational and time-management skills, and prior client-service experience within financial services. A comprehensive benefits package is offered.