Client Service Associate- Destin, Fl

Willenborg Wealth Management

Destin, FL, US
Not specified (assumed in-office based on nature of the role)
High school diploma or equivalent
1+ years securities industry experience
Crm software proficiency
Raymond James is seeking a motivated Client Service Associate in Destin, FL, to provide administrative support to Financial Advisors and clients. The ideal candidate will possess strong communication skills and the ability to manage multiple tasks in a fast-paced environment

Job Summary

  • This role provides high-quality administrative support to Financial Advisors and their clients within a dynamic team environment.
  • The ideal candidate will process client financial transactions, open new accounts, and maintain accurate documentation using internal databases.
  • Raymond James values associates who grow professionally, work collaboratively, and act with integrity to deliver results that matter.

Matching Summary

Match Score: 75

Raymond James is seeking a motivated Client Service Associate in Destin, FL, to provide administrative support to Financial Advisors and clients. The ideal candidate will possess strong communication skills and the ability to manage multiple tasks in a fast-paced environment.

Skills & Requirements

Must-have

  • High School Diploma or equivalent
  • 1+ years securities industry experience
  • CRM software proficiency
  • Excel spreadsheet development skills
  • Multi-platform communication abilities

Nice-to-have

  • Detail oriented problem solver
  • Creative approach to tasks
  • Fast-paced environment adaptability
  • Proactive follow-up initiative
  • Team collaboration mindset

Key Requirements

  • High School Diploma required
  • One year securities industry experience preferred
  • Experience with Client Relationship Management software

Work Rights

Not specified

Tailored Resume

Cover Letter