Client Service Associate- Destin, Fl

Raymond James

Destin, Florida, US
Fully remote
Client relationship management (crm) software
Microsoft excel for reporting
Effective multi-platform communication
Raymond James is seeking a Client Service Associate in Destin, Florida, to provide administrative support to Financial Advisors and ensure high-quality service for clients. The role requires effective communication and organizational skills in a fast-paced environment, making it ideal for motivated individuals who can handle multiple tasks and changing priorities

Job Summary

  • Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
  • With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
  • Opens new client accounts and researches client and security information using internal databases and other technologies.

Matching Summary

Match Score: 85

Raymond James is seeking a Client Service Associate in Destin, Florida, to provide administrative support to Financial Advisors and ensure high-quality service for clients. The role requires effective communication and organizational skills in a fast-paced environment, making it ideal for motivated individuals who can handle multiple tasks and changing priorities.

Skills & Requirements

Must-have

  • Client Relationship Management (CRM) software
  • Microsoft Excel for reporting
  • Effective multi-platform communication
  • Processing financial transactions
  • Opening new client accounts
  • Maintaining client documentation

Nice-to-have

  • Detail-oriented problem solver
  • Motivated and creative
  • High-touch critical administrative support
  • Fast-paced, task-oriented environment

Key Requirements

  • High School Diploma or equivalent
  • 1+ years securities industry or related experience preferred
  • General office practices knowledge
  • Investment concepts knowledge
  • Financial markets and regulations knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter