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Client Services Associate

Posted: 09/05/2021

We are looking for a competent Office Assistant to help with the organization and running of the daily administrative operations of a branch of Raymond James.  The ideal candidate will be a hard-working professional able to undertake a variety of office support tasks and work diligently with accuracy and discretion while learning financial and investment matters.
Job Type: Full-time. Office on Lakewood Ranch Blvd about ½ mile south of SR 64.

  • Assist associates with daily support tasks while performing receptionist duties
  • Sort and distribute communications in a timely manner
  • Create and update records ensuring accuracy and validity of information
  • Monitor level of supplies and handle shortages
  • Resolve office problems and respond to suppliers, customers and colleagues.
  • Experience as an office assistant, or in another relevant administrative role
  • Working knowledge of office equipment
  • Organizational, time management skills, and an aptitude for problem-solving
  • Written and verbal communication skills
  • Proficiency in MS Office; Word, Outlook, Excel, and Publisher
Contact: and attach a current resume.
Raymond James Financial Services, Inc.  Member FINRA/SIPC.  Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.  The office is at 11009 Gatewood Drive, Suite 101, Lakewood Ranch, FL 34211.  Website is  This material is being provided for information purposes only, and is not a complete description, nor is it specific investment advice

Position Type: Full-time

Salary Range: $21,000 - $40,000/year

Employer Type: Private Company

Employer Willing to Train: Yes

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