Financial Advisor Support Specialist
100 raymond james associatesAtlanta (GA)
Financial Advisor Support Specialist
Posted yesterday
100 raymond james associatesAtlanta (GA)
SENIORITY
Mid
About the role
Raymond James is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. You will manage scheduling, account opening, and CRM-driven reporting in a fast-paced branch environment. The role requires sharp communication skills across phone, email, and in-person interactions, meticulous attention to detail, and the ability to handle multiple tasks with changing priorities while upholding compliance and service standards.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.