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Client Service Specialist Financial Advisors
Job in
Daytona Beach, Volusia County, Florida, 32118, USA
Listed on 2026-07-23
Listing for:
100 Raymond James & Associates, Inc.
Full Time
position Listed on 2026-07-23
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
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 and clients. You will handle inquiries, open new accounts, and prepare client reports across multiple platforms while adapting to changing priorities in a fast-paced environment.
The role requires strong communication, CRM and Excel skills, plus a detail‑oriented approach to ensure accuracy and timely service for advisors and clients alike.
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