Part-Time Client Service Associate

Part-Time Client Service Associate supports financial advisors by handling a high volume of client interactions, scheduling meetings, preparing letters and reports, managing CRM records, vendor coordination, and event logistics. The role emphasizes professional communication across in-person, virtual, phone, and mail channels, with duties including meeting preparation, client communications, marketing materials, and cross-training opportunities. Strong administrative skills, proficiency with CRM software and Microsoft Office, and the ability to manage multiple detailed tasks with changing priorities are essential. A high school diploma (or equivalent) and one or more years of customer service experience are required. The position describes independent contractor context within the Raymond James organization and offers a benefits package and career development opportunities.