Client Service Associate; Naples, FL

Job Summary

Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail‑oriented, and creative problem solver to join our growing team. The role provides high‑quality, high‑touch administrative support to Financial Advisors, their clients, and branch staff, and requires excellent communication across phone, email, in‑person, and virtual platforms.

• Service a high volume of daily client interactions.
• Schedule meetings and process basic inquiries.
• Work independently and as part of a team to support Financial Advisors and branch operations.
• Process client financial transactions, expenses, and expense reports with accuracy and efficiency.
• Open new client accounts and research client and security information using internal databases.
• Maintain accurate client paperwork and documentation in compliance with firm and industry requirements.
• Prepare letters, forms, and reports for client servicing and prospecting.
• Generate business summary reports and client‑specific reporting for advisors.
• Manage CRM records and files using Client Relationship Management software.
• Assist with marketing efforts, including seminars and client‑facing events.
• Enter orders at Advisor direction when required.
• Engage in training, cross‑training, and professional development to stay current with firm policies and industry regulations.
• Perform other duties as assigned.

• Understanding of the company’s structure, policies, mission, and strategies.
• Familiarity with investment concepts, securities industry practices, and regulatory requirements.
• Proficiency in Client Relationship Management (CRM) software or similar contact‑management tools.
• Advanced Excel skills, including spreadsheet development and reporting.
• Effective communication across multiple platforms (in‑person, virtual, phone, mail).
• Use of standard office equipment and software applications.
• Analytical research of client account information.
• Strong organizational and multitasking abilities in a fast‑paced environment.
• Proactive follow‑up and error resolution skills.
• Calm, professional demeanor in stressful situations and exceptional customer service.
• Mathematical skills sufficient for processing account and transaction data.
• Interpersonal skills and clear written and verbal communication across all organizational levels.

High School Diploma or equivalent and one (1) or more years of securities industry or related work experience preferred, or an equivalent combination of education, experience, and/or training approved by Human Resources.

Certifications:

None specified.

Travel:
Less than 25%.

Work style:
Resident.

The total compensation includes base salary or wages plus potential additional cash or equity, discretionary bonuses, and commissions. Eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance; accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility and specific offerings may vary by position and employment status.

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.