Financial Client Experience Specialist
Job in
Marco Island, Collier County, Florida, 33969, USA
Listed on 2026-09-07
Listing for:
raymondjames
Full Time
position Listed on 2026-09-07
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator, Customer Service Rep
Job Description & How to Apply Below
Raymond James in Marco Island, FL is seeking a Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. You will handle daily client interactions, scheduling, and basic inquiries, working with CRM and Excel, and assist with marketing efforts and event support.
The role requires strong communication, organization, and the ability to manage multiple tasks in a fast-paced environment.
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