Client Service Associate (Scottsdale, AZ)
Core
Provides high-touch administrative support to Financial Advisors, handling client inquiries, account opening, transaction processing, and CRM management.
Role type
Client Service Associate (Administrative Support)
Builds
Client accounts, financial transaction records, and business summary reports for Raymond James Financial Advisors.
Domain
Financial Services / Securities Industry
Required skills
Client Relationship Management (CRM) software, Microsoft Excel, financial transaction processing, client account opening, report preparation, data entry, office equipment operation, basic mathematics
Preferred skills
Securities industry experience, knowledge of investment concepts and financial markets
Responsibilities
Service high volume of daily client interactions via phone, in-person, and virtual channels; process client financial transactions and expense reports; open new client accounts and research client/security information; prepare letters, forms, and business summary reports; maintain client records and files in CRM software; assist with marketing events and seminars.
Seniority
Entry-level, supervised IC