Client Service Associate
3 weeks ago
Job Summary
Celebrating over 60 years of excellence in the Financial Services industry, Raymond James is seeking a detail-oriented and creative problem solver to provide high-quality administrative support to Financial Advisors and their clients. This role involves managing multiple tasks, prioritizing deadlines, and maintaining accurate records in a fast-paced environment.
Key Responsibilities
• Services a high volume of daily interactions with clients, including phone calls, emails, and in-person meetings.
• Provides administrative support to Financial Advisors, including processing client transactions and financial reports.
• Maintains accurate records and files using Client Relationship Management (CRM) software.
• Assists with marketing efforts, including seminars and client-facing events.
• Performs other duties as assigned.
Requirements
• High School Diploma or equivalent and one year of securities industry or related work experience preferred.
• Effective communication and organizational skills, with the ability to work in a team environment.
About Raymond James
At Raymond James, we value our associates and strive to create a culture of inclusivity and respect. We believe that our people-first approach is essential to delivering exceptional client service and driving business success.
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