Client Service Assistant

Celebrating more than 60 years of service and excellence in the financial services industry, Raymond James is seeking a dynamic Client Service Associate to join our growing team. This foundational, support‑focused role is essential to the daily operations of the branch, providing high‑quality, high‑touch administrative support to Financial Advisors, prospective and existing clients, and internal team members. The ideal candidate is motivated, detail‑oriented, and a creative problem solver with strong communication skills across phone, email, in‑person, and virtual platforms.

In this role, the associate will assist multiple departments - including client service, advisory, and marketing - while helping drive key initiatives such as digitizing office records and enhancing client communications. This position offers the opportunity to develop broad knowledge of financial services, Raymond James technology, and client relationship management in a fast‑paced, task‑oriented environment with frequently shifting priorities. Come grow with us and discover where a career at Raymond James can take you.

• Work both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
• Answer incoming calls and handle a high volume of daily client interactions across phone, in‑person, virtual, and mail channels, providing professional assistance and directing inquiries to the appropriate team members.
• Schedule client appointments and review meetings using online scheduling tools while managing basic inquiries and ensuring a smooth, organized client experience.
• Prepare letters, forms, reports, and organized client review materials - including reports and meeting folders - to support service of existing clients and prospecting for new clients.
• Assist financial advisors in preparing meeting summaries and communicating follow‑ups to clients.
• Head the digital client file initiative by creating organized digital folders for each client, scanning and uploading current printed materials, and ensuring all records are accessible and accurate.
• File and maintain client and compliance documentation in accordance with firm standards.
• Learn and develop proficiency in Raymond James platforms including RJNet, CRM systems, Client Center, Client Reporting and Online Scheduling.
• Support CRM updates in collaboration with the Client Service Associate and Marketing Director.

• Assist the Marketing Director with monthly client engagement activities, including preparation and delivery of birthday cards, client touchpoints, anniversaries, milestone recognitions, welcome letters, and other personalized communications.
• Assist with client‑facing marketing efforts, including seminars, events, and promotions, supporting all preparation, logistics, and follow‑up activities.

• Excellent communication and interpersonal skills.
• Work both independently and as part of a cohesive team.
• Provide a high level of customer service.
• Technologically adaptable and eager to learn Raymond James systems.
• Highly organized and detail‑oriented.
• Personable, dependable, and professional.
• Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
• Willingness to learn, grow, and contribute to a collaborative team environment.
• Interest in financial services and client relationship management.