Wealth Management Client Services Associate
100 Raymond James & Associates, Inc.
Raymond James in Trinity, FL is seeking a Client Service Associate to support financial advisors and their clients. You will handle inquiries, schedule meetings, and assist with onboarding and account openings. You will research client and security information, maintain documentation, and help prepare reports for client meetings. The role requires organization, multi-tasking, and strong communication across channels. #J-18808-Ljbffr
Vacancy posted 16 hours ago
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