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Client Service Specialist – Financial Advisor Support
Job in
Glasgow, Glasgow City Area, G1, Scotland, UK
Listed on 2026-07-30
Listing for:
Aplaro Ltd
Full Time
position Listed on 2026-07-30
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator
Job Description & How to Apply Below
Raymond James is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires strong communication skills across phone, email, in-person, and virtual platforms, with the ability to manage multiple tasks and deadlines in a fast-paced environment.
The ideal candidate will organize, research and process client information, prepare required documents, and maintain CRM records while supporting marketing efforts and
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