Nathan Hill

Client Services Associate @Raymond James

St. Petersburg, FL, US

Provide dedicated operational and administrative support to financial advisors and their clients• Process account applications, transfers, distributions, and other client service requests with accuracy and in compliance with firm policies and industry regulations• Serve as a key point of contact for client inquiries, delivering prompt, professional service via phone, email, and in-person communication.• Maintain and update client records, assist in preparing performance reports, and support account reviews and planning meetings.• Collaborate with internal departments to troubleshoot issues, streamline workflow, and ensure a high standard of client satisfaction.• Contribute to a fast-paced, team-oriented wealth management environment focused on long-term client relationships and operational excellence.