Financial Services Client Success Associate

Raymond James

Raymond James, Inc. in Sarasota, Florida is seeking a Client Service Associate to support Financial Advisors by delivering high-touch administrative service to clients and branch staff.

You will manage schedules, process transactions, open accounts, and prepare reports with accuracy and discretion. The role requires strong communication across phone, email, in-person and virtual channels, solid organizational skills, and the ability to handle changing priorities in a fast-paced environment.

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Vacancy posted 15 hours ago

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