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Financial Advisor Client Support Specialist
Job in
Hackensack, Bergen County, New Jersey, 07601, USA
Listed on 2026-08-22
Listing for:
Raymond James
Full Time
position Listed on 2026-08-22
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep
Job Description & How to Apply Below
Raymond James is seeking a dynamic Client Service Associate to deliver high-quality administrative support to Financial Advisors, clients, and branch staff. The role requires effective communication across phone, email, in-person, and virtual channels, along with strong organization to manage multiple tasks in a fast-paced environment.
Responsibilities include handling high-volume client inquiries, scheduling meetings, processing transactions, opening accounts, maintaining CRM records, and
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