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Financial Client Services Specialist

Job in Winter Haven, Polk County, Florida, 33884, USA
Listing for: Raymond James, Inc.
Full Time position
Listed on 2026-10-17
Job specializations:
  • Finance & Banking
    Bank Customer Service, Financial Sales, Banking & Finance
  • Customer Service/HelpDesk
    Bank Customer Service, Banking & Finance
Salary/Wage Range or Industry Benchmark: 45000 - 65000 USD Yearly USD 45000.00 65000.00 YEAR
Job Description & How to Apply Below

Raymond James is seeking a motivated Client Service Associate in Winter Haven, FL to support Financial Advisors and clients with high-quality service. The role requires strong communication across channels and the ability to manage multiple tasks in a fast-paced office environment.

Responsibilities include handling inquiries, opening accounts, processing transactions, and assisting with client events and reporting.

For the Financial Client Services Specialist position at Raymond James, Inc., we are reviewing applications now.

This posting is for the Financial Client Services Specialist role at Raymond James, Inc., based in Winter Haven, FL, United States.

We are looking to fill the Financial Client Services Specialist position at Raymond James, Inc. in Winter Haven, FL, United States.

The Financial Client Services Specialist role at Raymond James, Inc. is now open for applications in Winter Haven, FL, United States.

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