Full-Time
Client Support Specialist 3
RJ Bank
Updated on 9/4/2026
Raymond James Financial
Wealth management, banking, and investment services
No salary listed
St. Petersburg, FL, USA
Hybrid
Hybrid workstyle; travel is less than 25%.
Bachelor's
 Customer Experience & Support (1) |
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- A bachelor's degree in Business Administration or Finance is required.
- Seven to twelve months of general experience is required.
- NMLS registration is required, or the ability to obtain it within 90 days of the start date.
- A National Mortgage License from any state agency is required.
- Knowledge of customer relationship management systems, workflow tools, and transaction platforms is required.
- Ability to assess transaction risk by reviewing customer requests, supporting documentation, and applicable policies is required.
- Ability to interpret, apply, and monitor policies and procedures is required.
- Ability to use standard office equipment and standard software packages with minimal supervision is required.
- Ability to provide clear and effective communication and build trusted relationships with customers and stakeholders is required.
- Provide operational support by performing routine activities using existing systems and protocols.
- Prepare moderately complex documents using standard office software and gather and summarize data for reports.
- Build trusted relationships with clients and key stakeholders through consultative engagement.
- Lead complex client conversations, manage challenging situations, and resolve escalated issues.
- Ensure consistent execution of policies, procedures, and operational standards.
- Maintain expertise in customer management systems, workflow tools, and transaction platforms.
- Collaborate across business units, including Operations, Sales, and Underwriting.
- Review, evaluate, and approve financial transactions in accordance with organizational policies, regulatory requirements, and delegated authority.
- Exercise sound judgment to identify, assess, and escalate complex or high-risk transactions when appropriate.
- Advise clients about savings, insurance, consumer credit, and mortgage products suitable for their needs or circumstances.
- Support clients through all stages of the transition loan lifecycle.
- Handle new business and consumer credit loan support.
Diversified financial services provider serving individuals, corporations, and municipalities. Its services span five segments: Private Client Group, Capital Markets, Asset Management, RJ Bank, and Other, including financial planning, investment advisory, investment banking, research, asset management, and banking and lending. The approach centers on personalized, client-centric service and long-term relationships, with advisors tailoring strategies to each client. The goal is to help clients achieve financial objectives through customized guidance and a broad range of financial solutions.
Company Size
N/A
Company Stage
IPO
Headquarters
Saint Petersburg, Florida
Founded
1962
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Simplify's Take
What believers are saying
- Q3 2026 revenue hit $3.93 billion, with record client assets of $1.92 trillion.
- Independent Bank's $645 million program joins Raymond James on September 18, 2026.
- Advisor recruiting stayed strong: 2026 added $56 billion in prior-firm client assets.
What critics are saying
- Cash-sweep litigation raised professional fees $27 million in Q3 2026, and defense costs continue.
- FINRA fined Raymond James $125,000 in August 2026 for fractional-share reporting failures.
- Advisor departures to LPL and Morgan Stanley pressure retention; recruiting misses would hit growth.
What makes Raymond James Financial unique
- Raymond James' advisor-owned culture kept recruiting teams like Baird's $5.4 billion group in August 2026.
- Clark Capital closed in 2026, adding $36 billion and broadening wealth-management products.
- Rai, its proprietary AI assistant, rolled out enterprise-wide after the July 2026 pilot.
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Benefits
Hybrid Work Options
Professional Development Budget
Company News
Raymond James has highlighted SBA Communications and Somnigroup International as top stock picks for the remainder of 2026, despite both experiencing significant declines this year. SBA Communications, a real estate investment trust owning cellular towers across the Americas and Africa, has been volatile due to slowed carrier network buildouts. The company reported Q2 revenue of $715.3 million, up 2% year-over-year. Analyst Ric Prentiss assigned a Strong Buy rating with a $264 price target, suggesting 41% upside from current levels near $191. Somnigroup International, the world's largest bedding maker with brands including Tempur-Pedic and Sealy, has dropped 30% this year amid integration challenges following its $5 billion Mattress Firm acquisition. Q2 revenue reached $1.82 billion. Analyst Bobby Griffin rates it Strong Buy with a $90 target, implying 44% upside. Both picks represent recovery bets on companies Raymond James believes offer attractive value after market punishment.
Michigan Bank selects Raymond James for $645M wealth program. September 2, 2026 - FA Staff Raymond James today announced that it's adding a team of eight advisors and three branch professionals who manage about $645 million in client assets to its division partnering with banks and credit unions. Independent Bank, a Michigan-based holding company with total assets of about $5.6 billion, has selected Raymond James's Financial Institutions Division to handle its financial planning and advisory program, IB Wealth Management, according to a Raymond James press release. IB Wealth, based in Grand Rapids, will provide its clients with investment and wealth management services through Raymond James Financial Services. The program was previously affiliated with Cetera Investment Services. It will formally affiliate with Raymond James on September 18th. "We're pleased to welcome the team... and equip its advisors with the breadth of resources, technology and investment capabilities available through Raymond James," said Jon DeMayo, vice president of business development at the Financial Institutions Division, in a statement. "Together, these capabilities will help the team deliver comprehensive advice and address the increasingly complex needs of its clients." Gavin A. Mohr, chief financial officer of Independent Bank, added that the expanded investment platform and comprehensive wealth management resources "will help us serve individuals and families across a broad range of financial goals, including the complex planning requirements of high-net-worth clients, while preserving the personal service and trusted relationships our clients expect."
Who's moving where in wealth management? - Raymond James. Editorial Staff August 31, 2026 The latest senior wealth management industry moves, appointments and personnel changes in North America. Raymond James Raymond James has welcomed financial advisor David Lazorik to its independent advisor channel. Operating as Lazorik Financial Management in Yakima, Washington, Lazorik has joined from Wells Fargo where he managed more than $160 million in client assets. He specializes in serving business owners, foundations, endowments, nonprofits and retirees. Lazorik brings 35 years of experience in the financial services industry to his role as branch manager.
Kashable names Dar Miranda VP of go-to-market as employer demand for financial wellness grows. Leader brings HR and product expertise to scale Kashable's reach and impact. 26. August 2026 07:00 ET | Quelle: Kashable NEW YORK, Aug. 26, 2026 (GLOBE NEWSWIRE) - Kashable, a mission-driven fintech platform Redefining Credit for Working Americans(TM), today announced that Darlene "Dar" Miranda has joined the organization as Vice President, Go-to-Market. The newly created role reflects Kashable's momentum as more employers are adding financial wellness to their benefits offerings. Miranda will be responsible for leading Kashable's market strategy, expanding employer and partner adoption, and translating customer and market requirements into product deliverables. Access to low-cost loan support can avert 401(k) depletion, reliance on high-interest rate credit cards, and predatory lenders. When employees face unexpected expenses such as car repairs or high-deductible healthcare costs, the corresponding anxiety and disruption can impact engagement, absenteeism, and even turnover rates. Recent research conducted by SHRM, in conjunction with Raymond James, found that 73 percent of U.S. workers reported experiencing stress related to their financial security. The same report uncovered that most employers' financial wellness programs are underdeveloped, illuminating the gap between what's needed and what's currently in place. Miranda will lead Kashable's go-to-market strategy to help employers close these gaps as they continue to add financial wellness benefits to ensure employee engagement and retention. Miranda commented, "Financial wellness benefits aren't optional. They constitute an integral part of organizational and community resilience, yet many organizations are just starting their journey into this area. By listening closely to the needs of their employees, Kashable is already demonstrating how effective it can be to provide access to financial coaching, credit monitoring, learning resources, and low-cost loans across all worker types. I'm excited to join the company at this pivotal time as fintech and HR converge." Einat Steklov, co-founder and co-CEO of Kashable, said, "Dar brings deep industry expertise and a proven ability to scale financial wellness solutions that build stronger workplaces. Kashable is redefining credit for working Americans through financial wellness benefits with a unique combination of low-cost loans, financial coaching, credit monitoring and other services. As we continue to grow our market position, Dar's leadership will be invaluable." Miranda joins Kashable from DailyPay, an earned wage access provider, where she held vice president positions in customer growth and engagement as well as product management. Earlier in her career, she was vice president, Product Management at Sterling and vice president, Product and User Experience at CommonBond. She also held management roles at American Express in consumer credit and B2B payments. A member of HR.com's Future of Payroll Advisory Board, Miranda holds an MBA in Marketing and Finance from NYU Stern School of Business. She is based in Kashable's New York City headquarters. About Kashable Kashable is a financial technology company that provides access to Socially Responsible Credit(R) and financial wellness solutions for employees, offered as a voluntary benefit. Kashable's platform is available to over 4 million employees across hundreds of large employers nationwide. Founded in 2013, Kashable leverages innovative technology to improve the financial well-being of working Americans with a commitment to both reliability and affordability. Kashable offers a fast, responsible alternative for employees who may otherwise turn to borrowing from retirement plans, high-interest credit cards, or other high-cost options to bridge short-term gaps in their finances, creating a path to greater financial security. For more information, visit Kashable.com.
Raymond James Financial shares have lagged the broader market over the past year, rising 6.9% compared to the S&P 500's 18.3% gain. However, the Saint Petersburg-based financial services firm has outperformed in 2026, up 10% year-to-date versus the S&P's 11.8%. The company faces headwinds from net interest margin compression as central banks cut rates, reducing earnings from sweep cash accounts. Migration of financial advisors to independent channels with higher payout structures has also pressured margins. Raymond James reported third-quarter revenue of $3.9 billion, up 15.6% year-over-year, with adjusted earnings per share of $3.14, up 44%. Analysts expect full-year EPS growth of 13.2% to $12.07. The company has beaten consensus estimates in each of the past four quarters.