Client Experience Specialist
Raymond James
Foundation Wealth Strategies is seeking a detail-oriented Client Service Associate to support Financial Advisors and clients in a fast-paced branch environment. The role emphasizes high-quality service, data accuracy, and effective communication across channels. Responsibilities include client interactions, processing transactions, CRM maintenance, and assisting with marketing events. 1+ year of financial services customer service is required, with opportunities for professional development. #J-18808-Ljbffr Raymond James
Vacancy posted 1 day ago
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