Client Services Specialist for Financial Advisors
Job in
Northern, Floyd County, Kentucky, USA
Listed on 2026-08-18
Listing for:
Raymond James Financial, Inc.
Full Time
position Listed on 2026-08-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Bank Customer Service, Financial Sales
Job Description & How to Apply Below
Raymond James Financial, Inc. in Shreveport, LA is seeking a Registered Client Service Associate to support financial advisors and clients. You will onboard clients, open accounts, process transfers, monitor cash, and prepare materials for client meetings.
The role requires a High School Diploma and securities licenses (SIE, Series 7; Series 63/65/66 as needed). Excellent communication and CRM proficiency are essential for this fast-paced environment.
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