Client Service Associate

Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver. This essential role provides high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in‑person, virtual) and the ability to organize, manage, and track multiple detailed tasks as priorities and deadlines shift in a fast‑paced environment. Come grow with us and see where a career at Raymond James could take you! Responsibilities Service a high volume of daily interactions, including basic inquiries and scheduling of meetings with prospective and existing clients via phone, in‑person, virtual, and mailings. Work independently and as part of a dynamic team to support financial advisors and branch office operations. Process client financial transactions and advisor/branch expenses and expense reports with high accuracy. Open new client accounts and research client and security information using internal databases and other technologies. Ensure client paperwork and documentation is accurate and compliant with firm and industry requirements before submission and processing; follow up to ensure completion. Prepare letters, forms and reports to assist servicing existing clients and prospecting for new clients. Create and maintain records and files using Client Relationship Management (CRM) software. Assist financial advisors with marketing efforts including seminars and other client‑facing events. Enter orders at the direction of the financial advisor, when required. Actively engage in available training, cross‑training, educational and professional development opportunities to remain current on firm and industry policies and procedures. Perform other duties and responsibilities as assigned. Qualifications High School Diploma or equivalent; 1–3 years of securities industry or related work experience preferred. Knowledge of company policies, mission, and strategies; general office practices; investment concepts; and financial markets, products and industry regulations. Skill in using CRM software, Excel, and effective communication across multiple client platforms. Ability to operate standard office equipment, analyze and research account information, manage multiple tasks, identify time‑sensitive items, proactively follow up, handle stressful situations, provide high‑level customer service, and work independently or as part of a team. Compensation & Benefits The total compensation for this position includes base salary or wages and may include additional compensation, discretionary bonuses, or commissions. Eligible benefits may include medical, dental and vision insurance; life and critical illness insurance; accident insurance; disability benefits; retirement savings plan; paid time off (vacation, holidays and sick leave); and parental leave. Eligibility and specific offerings may vary by position and employment status. Equal Opportunity Statement The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #J-18808-Ljbffr