Client Services Specialist - Financial Advisory Support

Raymond James Financial Services

Raymond James Financial, Inc. is seeking a Client Service Associate in Lake Charles, Louisiana. This role involves providing high-quality administrative support to Financial Advisors and clients, managing client interactions, and ensuring accurate documentation of financial transactions. The ideal candidate will have strong organizational and communication skills, with a background in the securities industry preferred. If you're detail-oriented and a proactive problem solver, this position offers opportunities for growth within a people-first culture. #J-18808-Ljbffr

Apply

Vacancy posted 14 hours ago

Similar jobs that could be interesting for youBased on the Client Services Specialist - Financial Advisory Support in Lake Charles, LA vacancy

Client Specialist
...location listed in job posting. Summary: The Client Specialist role supports the line of business by providing exceptional service and operational support to associates and... ...Horizon Corporation is a leading regional financial services company, dedicated to helping our...
Financial
First Horizon Bank
Lake Charles, LA
3 days ago
Client Experience Associate - Financial Advisory Support
100 Raymond James & Associates, Inc. is seeking a dynamic Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. The ideal candidate will be motivated, detail-oriented, and an effective communicator across various platforms...
Financial
100 Raymond James & Associates, Inc.
Lake Charles, LA
14 hours ago
Accounting Coordinator (Part-Time) - Lake Charles Civic Center
...inventory tracking / keying Administrative support Performs other duties as assigned... ...Abilities Thorough knowledge of financial and cost accounting Have the ability... ...an effective working relationship with clients, employees, exhibitors, patrons and other...
Financial
Part time
Flexible hours
Night shift
Afternoon shift
ASM Global
Lake Charles, LA
4 days ago
Bilingual Multi-Location Customer Service Specialist (Spanish)
...time position. Customer Service Specialists work closely with wholesale... ...concerns and ensure maximum client satisfaction as well as stay... ...success, and we invest and support you in: Life with rewards... ...provide a payment, ask for financial information, or sensitive personal...
Financial
Contract work
Part time
For contractors
Work experience placement
Local area
Afternoon shift
Sherwin-Williams
Lake Charles, LA
3 days ago
Customer Relations Representative - State Farm Agent Team Member
$50k - $70k
...generate the kind of exceptional client experiences that reinforce... ...to detail, customer service skills, and desire to help people... ...of the community members you support. We look forward to connecting... ...customers with their insurance and financial services needs, including...
Financial
Work at office
Nicholas Reina - State Farm Agent
Lake Charles, LA
1 day ago
Customer Service Representative - State Farm Agent Team Member
$35k - $50k
...Customer Service Representative - State Farm Agent Team Member As a Customer Service... ...the needs of the community members you support. We look forward to connecting with you... ...help customers with their insurance and financial services needs, including: Auto insurance...
Financial
For contractors
Flexible hours
Sam Bowers - State Farm Agent
Sulphur, LA
4 days ago
Client Account Specialist - Remote
$65k - $110k
...Description : We are hiring a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. We are in a... ...Ability to work independently, with support Willingness to obtain a state...
Financial
Full time
Remote work
Unlock Potential 360
Lake Charles, LA
a month ago
Account Manager - State Farm Agent Team Member
$17 - $25 per hour
.... We are very active in the community - supporting local high schools, staying engaged on social... ...marketing relevant products and services. Grow your career as you better... ...Ambitious? This busy insurance and financial services office has a passion to make a...
Financial
Hourly pay
For contractors
Work at office
Local area
Flexible hours
State Farm
Lake Charles, LA
4 days ago
Applicant Call Representative
$14.5 - $18 per hour
...Representative role at Premier Disability Services, LLC Base Pay Range $14.50/hr - $18.00/... ...a plus. Benefits Our benefits package supports your health and well‑being, including medical... ...pet insurance and discounted legal and financial services are also available. #J-18808-...
Financial
Hourly pay
Full time
Temporary work
Remote work
Monday to Friday
Flexible hours
Premier Disability Services
Iowa, LA
1 day ago
Account Associate- Employee Benefits
...and Central Time Zones Only | Location/Supporting: Longwood, FL | Experience: Level-Funded... ...Self-Funded Plans Supporting: Shared Services - provides service support to other IOA... ...Team Leader. Responsibilities include client service, directing Account Coordinators,...
Remote work
Insurance Office of America
Lake Charles, LA
4 days ago
Service Development Representative
...geriatric patients. Weve built a positive, team-driven culture where supporting our patientsand each otheris at the heart of everything we do.... ...Charles is the place for you. POSITION SUMMARY: A Service Development Representative (SDR) at Freedom Behavioral Lake...
Full time
Local area
Freedom Behavioral Hospital of Lake Charles, LLC
Lake Charles, LA
5 days ago
Patient Account Specialist
...Now Hiring: Senior Patient Account Specialist Lake Charles, LA 3-Month Contract... ...Collaborate with coding and clinical teams to support account resolution Ideal... ...Revenue Cycle Management Patient Financial Services Hospital Billing Insurance Follow...
Financial
Contract work
Immediate start
Monday to Friday
Sigma Systems, Inc.
Lake Charles, LA
3 days ago
Customer Service Representative - State Farm Agent Team Member
...ability to grow, compete, and create both financial success and freedom. That mindset... ...balance. Our office culture is driven, supportive, and team-oriented. Were looking for someone... .... ROLE DESCRIPTION: As a Customer Service Representative - State Farm Agent Team...
Financial
Work at office
Flexible hours
Mitch Hollier - State Farm Agent
Westlake, LA
22 days ago
Mail Carrier - Rural - No Experience Required
$23.47 - $38.62 per hour
...available Retirement Savings : Long-term financial planning options Career Advancement... ...mail on assigned routes Customer Service : Assist customers with postal needs and... ...within a 25-mile radius Personalized support via email and chat Apply for USPS Jobs...
Financial
Hourly pay
Postal Jobs Resource
Westlake, LA
more than 2 months ago
Family Dollar - Cashier/Customer Service Associate
$12 - $15 per hour
...seeking Cashiers to assist customers, operate cash registers, and support daily store operations. Cashiers are responsible for greeting... ...Family Dollar Cashiers are responsible for providing customer service, operating registers, handling cash transactions, assisting customers...
Hourly pay
Full time
Part time
Family Dollar
Lake Charles, LA
1 day ago
Customer Service Representative/Inside Sales Representative, Level 2
...Customer Service Representative/Inside Sales Representative, Level 2 Daikin Comfort Technologies Distribution, Inc. is seeking a professional... ...policies. Participate in additional projects/activities to support ongoing business needs. Nature and Scope: Works within...
Full time
Work at office
Daikin Comfort
Lake Charles, LA
2 days ago
Customer Relations Representative - State Farm Agent Team Member
$48k - $70k
...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a...
Financial
For contractors
Work at office
Madison Crain - State Farm Agent
Lake Charles, LA
3 days ago
Insurance Account Position - State Farm Agent Team Member
...risks of everyday life, recover from the unexpected and realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Crop Insurance, Health Insurance, and Renters...
Financial
For contractors
Work at office
Mitch Hollier - State Farm Agent
Westlake, LA
3 days ago
Client Service Associate (Lake Charles, LA)
...obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine... ...high quality/high touch critical administrative support to Financial Advisors, their prospective and existing...
Financial
Work experience placement
Work at office
Raymond James Financial Services
Lake Charles, LA
1 day ago
Client Service Associate (Lake Charles, LA)
...Job Summary Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail‑oriented, and creative problem... ...provides high‑quality, high‑touch critical administrative support to Financial Advisors, their prospective and existing clients, and other...
Financial
Work experience placement
Work at office
100 Raymond James & Associates, Inc.
Lake Charles, LA
1 day ago
Insurance and Financial Services Position - State Farm Agent Team Member
...Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value...
Financial
For contractors
Flexible hours
Nicholas Reina - State Farm Agent
Lake Charles, LA
16 days ago
Telemarketer - State Farm Agent Team Member
$10 per hour
...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Work with the agent to establish and meet marketing goals. Maintain a strong work ethic...
Financial
Hourly pay
For contractors
Flexible hours
Madison Crain - State Farm Agent
Lake Charles, LA
2 days ago
Account Associate - State Farm Agent Team Member
...energetic, fun team at Lindsey Cutler - State Farm Agent! About Our Agency We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning,...
Financial
For contractors
Work at office
Lindsey Cutler - State Farm Agent
Lake Charles, LA
1 day ago
Customer Service Representative
...Customer Service Representative We take pride in what we do! Deciding to come grow with us is an exciting opportunity to enhance your... ...relationships and helping our customers find the right financial solutions. Whether you're looking for a long-term career in customer...
Financial
Full time
Work at office
Monday to Friday
Tower Loan
Sulphur, LA
2 days ago
Account Representative - State Farm Agent Team Member
$50k - $80k
...We're Hiring! This busy insurance and financial services office has a passion to make a difference in the lives of others and better the... ...and customers' success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and...
Financial
For contractors
Work at office
Immediate start
Flexible hours
Nicholas Reina - State Farm Agent
Lake Charles, LA
1 day ago
Customer Service Representative - State Farm Agent Team Member
...energetic, fun team at Lindsey Cutler - State Farm Agent! About Our Agency We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning,...
Financial
For contractors
Work at office
Lindsey Cutler - State Farm Agent
Lake Charles, LA
2 days ago
Account Associate - State Farm Agent Team Member
$45k - $65k
...our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an... ...located in Sulphur, LA and help customers with their insurance and financial services needs, including: Auto insurance Home insurance...
Financial
For contractors
Flexible hours
State Farm
Sulphur, LA
4 days ago
Customer Account Representative
$37k - $45k
...appliance and electronics sales and customer service! This position is mostly onsite but also... ...communities we serve-providing a safe supportive workplace with work-life balance and... ...level of customer service, no matter their financial situation. We treat our employees and...
Financial
Full time
Flexible hours
Afternoon shift
Affordable Home Furnishings
Sulphur, LA
2 days ago
Insurance Account Position - State Farm Agent Team Member
$40k - $60k
...identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... Salary... ...quotas preferred Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life...
Financial
For contractors
Work at office
Christina Burleigh - State Farm Agent
Lake Charles, LA
3 days ago
Casino Supervisor
...Caribbean Stud Poker, Dice and related services by performing the following essential duties... ...of employment. Ability to learn the financial aspects of a casino operation, including... ...assigned area, as it relates to and supports the business needs of the vessel. Ability...
Financial
Odd job
Royal Caribbean Group
Lake Charles, LA
1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Services Specialist - Financial Advisory Support. Be the first to apply!