Client Services Specialist Financial Advisors
Listed on 2026-10-17
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Customer Service/HelpDesk
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Raymond James in Wisconsin is seeking a Client Service Associate to deliver high-touch administrative support to Financial Advisors, clients and branch staff. You will handle scheduling, account opening, and CRM data entry with accuracy.
This role requires clear communication across phone, email, in person, and virtual channels. The position emphasizes strong organization and the ability to manage multiple tasks in a fast-paced environment while maintaining accuracy and service quality.
The Client Services Specialist for Financial Advisors role at Raymondjames is now open for applications in Waukesha, WI, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Waukesha, WI, United States.
This opportunity is part of our work in Sales.
The advertised compensation is 50.000 - 65.000.
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