Client Service Associate

1 week ago


Hackensack, New Jersey, United States Raymond James Financial Services Full time

Job Summary

We are seeking a highly motivated and detail-oriented Client Service Associate to join our team at Raymond James Financial Services. This role is responsible for providing high-quality administrative support to our Financial Advisors and their clients.

Key Responsibilities

  • Provide exceptional customer service to clients and Financial Advisors
  • Manage and track multiple tasks and assignments with changing priorities and deadlines
  • Process client financial transactions and financial advisor and branch office expenses
  • Open new client accounts and research client and security information
  • Prepare letters, forms, and reports to assist with client servicing and prospecting
  • Assist Financial Advisors with marketing efforts and client-facing events

Requirements

  • High School Diploma or equivalent and one year of securities industry or related work experience
  • Effective communication and organizational skills
  • Ability to work in a fast-paced environment and prioritize tasks

About Us

Raymond James Financial Services is a leading financial services company with a rich history of service and excellence. We offer a dynamic and supportive work environment and opportunities for professional growth and development.



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