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Financial Client Services Specialist
Job in
Coral Gables, Miami-Dade County, Florida, 33114, USA
Listed on 2026-08-03
Listing for:
Raymond James
Full Time
position Listed on 2026-08-03
Job specializations:
-
Entertainment & Gaming
Customer Service Rep
Job Description & How to Apply Below
Raymond James in Coral Gables, FL is seeking a dynamic Client Service Associate to deliver high-quality administrative support to Financial Advisors, clients, and branch staff. The role requires strong organization, multitasking, and effective communication across phone, email, in-person, and virtual channels.
You will manage client transactions, open accounts, prepare various reports, and support marketing efforts and client events while staying current with firm policies.
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