Client Services Associate - Financial Advisory Support
Raymond James Financial, Inc.
Raymond James Financial, Inc. Locust Valley, NY is seeking a Registered Client Service Associate to deliver high-touch administrative support to Financial Advisors, prospective and existing clients, and branch staff. You will onboard new clients, open accounts, and research client data using internal databases while ensuring documentation stays current with firm requirements. You will handle inquiries across channels, prepare reports, assist with seminars, and maintain CRM records. #J-18808-Ljbffr Raymond James Financial, Inc.
Vacancy posted 2 days ago
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