Client Service Associate

21 hours ago


Columbia, South Carolina, United States Raymond James Financial, Inc. Full time
Job Summary

Raymond James Financial, Inc. is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a key member of our financial services team, you will provide high-quality administrative support to financial advisors, clients, and branch staff.

Key Responsibilities
  • Provide exceptional client service through phone, email, in-person, and virtual interactions.
  • Process client financial transactions and financial advisor and branch office expenses with high accuracy.
  • Open new client accounts and research client and security information using internal databases and technologies.
  • Ensure client paperwork and documentation is accurate and complete prior to submission and processing.
  • Prepare letters, forms, and reports to assist with client servicing and prospecting.
  • Assist financial advisors with marketing efforts, including seminars and client-facing events.
  • Perform other duties and responsibilities as assigned.
Requirements
  • High School Diploma or equivalent and one or more years of securities industry or related work experience preferred.
  • OR an equivalent combination of experience, education, and/or training as approved by Human Resources.
What We Offer

Raymond James Financial, Inc. offers a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package.



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