Senior Client Service Associate- The Villages, Fl

Raymond James

The Villages, Florida, US
Client relationship management (crm) software
Excel spreadsheet development
Client account administration
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

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.
  • At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.

Matching 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.

Skills & Requirements

Must-have

  • Client Relationship Management (CRM) software
  • Excel spreadsheet development
  • Client account administration
  • Financial advisor support
  • High volume client interactions

Nice-to-have

  • Detail oriented problem solver
  • Motivated and creative
  • Fast-paced work environment
  • Professional development opportunities

Key Requirements

  • Minimum 3 years financial services experience
  • High School Diploma or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter