Financial Services Client Success Associate
Listed on 2026-10-16
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Finance & Banking
Banking & Finance, Financial Services, Financial Sales
Raymond James, Inc. in Sarasota, Florida is seeking a Client Service Associate to support Financial Advisors by delivering high-touch administrative service to clients and branch staff.
You will manage schedules, process transactions, open accounts, and prepare reports with accuracy and discretion. The role requires strong communication across phone, email, in-person and virtual channels, solid organizational skills, and the ability to handle changing priorities in a fast-paced environment.
This opportunity is for the Financial Services Client Success Associate role at Raymond James, Inc.
The position is based in Sarasota, FL, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 40.000 - 55.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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