Client Service Associate- Lakewood Ranch, Fl

Raymond James

Lakewood Ranch, Florida, US
Fully remote
Client relationship management (crm) software
Microsoft excel for reporting
Effective multi-platform communication
Raymond James is seeking a motivated Client Service Associate to provide high-quality administrative support to Financial Advisors and clients in Lakewood Ranch, Florida. The ideal candidate should possess strong communication skills, attention to detail, and the ability to manage multiple tasks in a fast-paced environment

Job Summary

  • This essential role helps to provide 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), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
  • Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.

Matching Summary

Match Score: 85

Raymond James is seeking a motivated Client Service Associate to provide high-quality administrative support to Financial Advisors and clients in Lakewood Ranch, Florida. The ideal candidate should possess strong communication skills, attention to detail, and the ability to manage multiple tasks in a fast-paced environment.

Skills & Requirements

Must-have

  • Client Relationship Management (CRM) software
  • Microsoft Excel for reporting
  • Effective multi-platform communication
  • Process client financial transactions
  • Maintain accurate client paperwork

Nice-to-have

  • Detail-oriented and creative problem solver
  • Organize and manage multiple tasks
  • Proactive follow-up and problem resolution
  • Calm and professional in stressful situations

Key Requirements

  • High School Diploma or equivalent
  • 1+ years securities industry experience preferred
  • General Experience - 0 to 3 months

Work Rights

Not specified

Tailored Resume

Cover Letter