Client Engagement Specialist, Ria & Custody Services

Raymond James

Hybrid
Communication strategy
Financial services operations
Ria & custody services
The Client Engagement Specialist supports the development, execution, and reporting of communication strategies for the RIA & Custody Services division, serving as a key liaison across cross-functional teams

Job Summary

  • The Client Engagement Specialist supports the development, execution, and reporting of communication strategies for the RIA & Custody Services division, serving as a key liaison across cross-functional teams.
  • The role transforms complex technical and operational details into accessible messaging, leverages data and advisor insights to guide communication planning, and drives consistent, client-focused execution across channels.
  • At Raymond James, associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

Matching Summary

The Client Engagement Specialist supports the development, execution, and reporting of communication strategies for the RIA & Custody Services division, serving as a key liaison across cross-functional teams.

Skills & Requirements

Must-have

  • Communication strategy
  • Financial services operations
  • RIA & Custody Services
  • Advisor engagement
  • Cross-functional collaboration
  • Data-driven insights

Nice-to-have

  • Client-focused messaging
  • Continuous improvement
  • Proactive outreach
  • People-first culture

Key Requirements

  • 3-5 years of experience
  • Bachelor's Degree
  • SIE & Series 7 preferred
  • CRM systems and communication platforms

Work Rights

Not specified

Tailored Resume

Cover Letter