Client Support Specialist

Job Summary: Client Support Specialist

Raymond James, with over 60 years of rich history and recognized service excellence in the Financial Services industry, is looking for a motivated, detail-oriented, and creative problem solver to join our expanding team as a dynamic Client Support Specialist. This vital position delivers premium, personalized administrative assistance to Financial Advisors, their current and potential clients, and other members of the branch staff.

Essential Roles and Responsibilities:

• Handles a significant volume of daily interactions by addressing basic inquiries and coordinating meetings with prospective and established clients through phone conversations, in-person meetings, virtual platforms, and mail correspondence.
• Provides essential support to Financial Advisors and branch office employees, demonstrating flexibility in both independent and team-based work environments.
• Processes client financial transactions and advisor/branch expenses with accuracy while maintaining meticulous organization and attention to detail.
• Opens new client accounts and researches client and security information using internal databases and technological tools.
• Ensures client paperwork and documentation comply with firm and industry requirements prior to submission and follows up to confirm accuracy and completeness.
• Prepares letters, forms, and assessments to support client retention and business development efforts.
• Creates concise business summaries and personalized client reports for advisor review.
• Maintains and manages records and files using Client Relationship Management (CRM) software.
• Assists financial advisors with marketing initiatives, including planning and executing seminars and client events.
• Enters trade requests under the direction of the Financial Advisor.
• Participates in training, cross-training, and professional development activities to remain current on firm and industry policies.
• Completes additional duties as assigned.

Knowledge Of:

• Organizational structure, policies, mission, and operating strategies.
• Standard practices, routines, and procedures used in office environments.
• Concepts, methodologies, and protocols related to securities trading and investments.
• Financial markets, a variety of financial products, and applicable regulatory requirements.

Skills In:

• CRM and contact management software for maintaining customer records and communication history.
• Microsoft Excel for data processing, reporting, and visual representation.
• Effective communication across in-person, virtual, phone, and written channels.
• Operating standard office equipment and required software applications.
• Reviewing, analyzing, and investigating account records.
• Managing multiple tasks with shifting priorities in a fast-paced environment.
• Identifying time-sensitive issues and prioritizing competing demands.
• Proactive follow-up to ensure issues or discrepancies are resolved.
• Maintaining professionalism and delivering exceptional customer service under pressure.
• Strategic problem-solving and timely issue resolution.
• Applying mathematical concepts to manage account and transaction data.
• Communicating effectively across all organizational levels.
• Working independently and collaboratively as part of a team.

Ability To:

• Perform responsibilities independently while contributing effectively within a team.
• Consistently provide exceptional customer service.

Academic History and Prior Professional Engagements:

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

About the Company:

Raymond James team members follow five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to support the firm’s core values of client focus, integrity, independence, and a disciplined, long-term perspective.

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

Raymond James fosters a people-first culture that values individuality, diverse backgrounds, and unique experiences. As an equal opportunity employer, employment decisions are based on merit and business needs.

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