Client Service Associate

Raymond James is actively recruiting a Client Service Associate to join our team across Multiple locations. In this full-time position, you'll support our clients and internal teams by managing administrative operations and delivering responsive, professional service.

Position Summary

The Client Service Associate role is foundational to Raymond James's commitment to delivering exceptional client experiences. You'll handle critical administrative operations, communicate directly with clients, and ensure smooth business processes that keep our operations running effectively. This position offers the opportunity to develop financial services knowledge while building a career in professional client service.

Day-to-Day Responsibilities

• Address client inquiries and requests via phone, email, and in-person communication with professionalism and accuracy
• Maintain complete and current client records, updating account information in company systems
• Schedule appointments and coordinate meetings between clients and financial advisors
• Process administrative tasks including document preparation, organization, and file management
• Support client onboarding and ensure compliance with all required procedures and documentation
• Assist with account transfers, funding requests, and other client transactions
• Collaborate across departments to resolve client concerns and escalate issues as needed
• Perform accurate data entry and verification to maintain information integrity

Qualifications

• High school diploma, GED, or equivalent qualification
• Strong written and verbal communication skills with the ability to connect with diverse clients
• Excellent attention to detail and proven organizational abilities
• Working proficiency with Microsoft Office applications and email systems
• Customer service experience or demonstrated success working with clients
• Ability to manage multiple tasks and adapt to changing priorities in a dynamic environment
• Professional presence, sound judgment, and commitment to maintaining client confidentiality
• Openness to learning financial services concepts and becoming knowledgeable about our products

About Raymondjames

Raymond James is a leading diversified financial services company with a presence throughout the United States and globally. Grounded in a heritage of integrity and built on dedication to client success, we provide comprehensive wealth management, investment banking, and capital markets solutions. We are committed to fostering a workplace culture where team members can learn, grow, and deliver exceptional service.

Next Steps

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.