Financial Services Representative
2 weeks ago
Celebrating over 60 years of excellence in the financial services industry, Raymond James Financial Incorporated is seeking a skilled Client Service Associate to provide exceptional administrative support to our financial advisors and clients. This role involves handling high-volume interactions, processing transactions, and maintaining accurate records.
Key Responsibilities:
• Provide timely and professional service to clients via phone, email, and in-person.
• Assist financial advisors with tasks such as scheduling meetings, opening new accounts, and researching client information.
• Process financial transactions, expenses, and expense reports with accuracy and attention to detail.
Requirements:
• High school diploma or equivalent required; one year of securities industry experience preferred.
• Proficiency in Client Relationship Management (CRM) software and Microsoft Excel.
• Excellent communication and organizational skills, with the ability to work in a fast-paced environment.
Estimated Salary: $55,000 - $65,000 per year, depending on location and experience.
About Us:
Raymond James Financial Incorporated is a leading financial services company committed to delivering exceptional service and expertise to our clients. We offer a dynamic work environment, opportunities for growth and development, and a competitive compensation package.
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