Senior Virtual Client Services Specialist; Remote
High Point, Guilford County, North Carolina, 27264, USA
Listed on 2026-09-30
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Finance & Banking
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Customer Service/HelpDesk
Raymond James is seeking a remote support specialist to assist financial advisors and clients with proactive virtual support, account maintenance, and high-quality service. The role emphasizes coordinating with advisors, handling forms, transfers, and reporting to ensure smooth client experiences.
Ideal candidates will have an associate’s degree and 5 years of licensed financial services experience, plus licenses such as SIE and Series 7/63/65/66 as required by state.
Are you ready to take on the Senior Virtual Client Services Specialist (Remote) role at Raymond James?
All applications are reviewed carefully by our team.
The position is based in NC, United States.
This opportunity is part of our work in Management & Operations, Sales.
The advertised compensation is 55.000 - 75.000.
We aim to respond to suitable candidates as soon as possible.
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