Client Support Specialist

3 days ago


Newport Beach, California, United States Raymond James Financial Incorporated Full time
About the Role

We are looking for a Client Support Specialist to join our team at Raymond James in Newport Beach, CA. This role will involve providing high-quality administrative support to Financial Advisors, their clients, and branch staff members. The ideal candidate will have excellent communication skills, be detail-oriented, and possess the ability to multitask in a fast-paced environment.

Key Responsibilities
  • Provide exceptional customer service to clients through phone, email, and in-person interactions.
  • Assist with the trading of discretionary and non-discretionary products, model maintenance, and performance tracking.
  • Manage and standardize best practices for activities such as new client onboarding, large client liquidity events, and private placement investment monitoring.
Requirements
  • High School Diploma or equivalent and five (5) years of experience in the financial services industry.
  • OR an equivalent combination of experience, education, and/or training as approved by Human Resources.
  • SIE required, Series 7 required, Series 63, 65, and/or 66 as required by state.
Benefits

We offer a competitive salary range of $60,000 - $80,000 per year, depending on experience, as well as opportunities for professional growth and development.



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