Client Services Representative

Client Services Representative

Job Description:

Raymond James, with over 60 years of distinguished history and recognized service excellence in the Financial Services sector, is seeking a motivated, detail-oriented, and creative problem solver to join our growing team as a Client Services Representative. This key role provides high-quality, personalized administrative support to Financial Advisors, their current and prospective clients, and other branch team members.

Responsibilities:

• Manages a high volume of daily client interactions, including routine inquiries and meeting scheduling, via phone, in person, virtual platforms, and written correspondence.
• Supports Financial Advisors and branch staff by working independently while contributing effectively within a collaborative team environment.
• Processes client financial transactions and maintains accurate advisor/branch expense records and financial reports with strong attention to detail.
• Initiates new client accounts and researches client and security information using internal systems and technology platforms.
• Reviews and validates client documentation to ensure compliance with firm and regulatory standards, following up to ensure completeness and accuracy.
• Prepares written communications, forms, and evaluations to support client service and business development initiatives.
• Develops concise business summaries and customized reports for advisor review.
• Maintains and updates client records and documentation using Client Relationship Management (CRM) software.
• Assists Financial Advisors with marketing activities, including the coordination of client seminars and events.
• Enters trade orders as directed by the Financial Advisor.
• Participates in training, cross-training, and professional development programs to remain current with firm and industry policies.
• Performs additional duties as assigned.

Knowledge Of:

• Organizational structure, policies, mission, and strategic objectives.
• Standard office practices, procedures, and administrative methods.
• Investment concepts, practices, and procedures within the securities industry.
• Financial markets, financial products, and applicable regulatory requirements.

Skills In:

• CRM and contact management systems for organizing customer data and tracking interactions.
• Microsoft Excel for spreadsheet creation, data analysis, and reporting.
• Effective communication across in-person, virtual, phone, and written channels.
• Use of standard office equipment and required software applications.
• Reviewing and analyzing detailed account information.
• Managing multiple responsibilities with shifting priorities in a fast-paced environment.
• Identifying urgent issues and prioritizing time-sensitive tasks.
• Proactive follow-up to ensure timely resolution of issues or discrepancies.
• Maintaining professionalism and delivering excellent customer service under pressure.
• Applying problem-solving and critical-thinking skills to resolve issues efficiently.
• Using mathematical skills to process account and transaction data accurately.
• Communicating effectively across all organizational levels.
• Working both independently and collaboratively as a team member.

Ability To:

• Work autonomously while contributing positively within a team environment.
• Consistently deliver a high standard of customer service.

Education and Experience:

A high school diploma or equivalent is required. One year or more of experience in the securities industry or a related field is preferred. An equivalent combination of education, training, and experience approved by Human Resources may be considered.

About the Company:

At Raymond James, associates are guided by five key behaviors—Develop, Collaborate, Decide, Deliver, and Improve—which support the firm’s core values of client focus, integrity, independence, and a disciplined, long-term perspective.

Team members at all levels are encouraged to grow professionally, collaborate effectively, make thoughtful, client-centered decisions, take ownership of outcomes, and contribute to the firm’s continuous improvement.

Raymond James is committed to a people-first culture that values diversity, inclusion, and individual differences. The firm is an equal opportunity employer and makes employment decisions based on merit and business needs.

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