Client Services Specialist Financial Advisors
Listed on 2026-10-06
-
Finance & Banking
-
Customer Service/HelpDesk
Raymond James is seeking a dynamic Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires strong communication, organization, and the ability to manage multiple tasks amid changing priorities in a fast-paced environment.
You will open client accounts, process transactions, assist with events and reporting, and use CRM and Excel. A High School Diploma and 0–3 months securities industry experience are preferred.
Are you ready to take on the Client Services Specialist for Financial Advisors role at 100 Raymond James & Associates, Inc.?
We would love to welcome a new Client Services Specialist for Financial Advisors to our team in Novi, MI, United States.
For the Client Services Specialist for Financial Advisors position at 100 Raymond James & Associates, Inc., we are reviewing applications now.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).