Senior Client Service Specialist for Financial Advisors

Company: Raymond James & Associates
Apply for the Senior Client Service Specialist for Financial Advisors
Location: Birmingham
Job Description:

Raymond James & Associates in Birmingham is seeking a motivated Client Service Associate to provide high-touch administrative support to financial advisors, clients, and branch staff. The role requires clear communication across phone, email, and in-person interactions, with strong organizational skills to manage multiple tasks in a fast-paced environment.

You will open new client accounts, maintain records in our CRM, and help prepare reports and marketing materials.

#J-18808-Ljbffr…

Posted: November 9th, 2026