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Client Services Specialist Financial Advisors
Job in
Bluffton, Beaufort County, South Carolina, 29910, USA
Listed on 2026-07-18
Listing for:
100 Raymond James & Associates, Inc.
Full Time
position Listed on 2026-07-18
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator, CRM System, Clerical
Job Description & How to Apply Below
100 Raymond James & Associates, Inc. seeks a Client Service Associate to provide high-touch administrative support to Financial Advisors, their clients, and branch staff. You will handle scheduling, client inquiries, and CRM data entry, while maintaining accuracy and confidentiality.
The role requires strong communication, multitasking, and problem‑solving in a fast‑paced environment. Familiarity with CRM software and Excel helps manage client workflows and reporting.
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