Client Service Associate (Houston, TX)

Raymond James
Houston, Texas, United States
Full Time
On Site
Junior
0+
High School
Finance & Accounting Financial Services Insurance

Posted 1 month ago

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Excellent 4.7

Job summary

A Client Service Associate supports financial advisors by providing administrative and client support, managing accounts, preparing reports, and facilitating client interaction across multiple platforms in a fast-paced environment.

Responsibilities

Provide high-quality administrative support to Financial Advisors and assist with client interactions, scheduling, and account maintenance. Process financial transactions, manage expense reports, and prepare business summary reports while ensuring compliance with firm policies.

Qualifications

Account Management Communication CRM software Customer Service Excel Financial Transactions Organization Research

Requires a High School Diploma or equivalent and at least one year of experience in the securities industry or a related field. Candidates must possess strong organizational skills, proficiency in CRM software and Excel, and the ability to handle multiple tasks in a fast-paced environment.

English

Benefits

  • Medical
  • Dental
  • Vision
  • Life insurance
  • Critical illness insurance
  • Accident insurance
  • Disability benefits
  • Retirement savings
  • Paid time off
  • Parental leave

Company

Raymond James

Raymond James

linkedin
Financial Services
Location
Houston, Texas, United States

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Excellent 4.7
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