Client Services Pro for Financial Advisors
Raymond James
Raymond James in Charleston, SC seeks a detail-oriented Registered Client Service Associate to support Financial Advisors and clients. You will manage inquiries, open accounts, research client data, and monitor asset transfers, ensuring compliance with firm standards. Ideal candidates communicate well across platforms, handle multiple priorities, and contribute to client events and reporting. A HS diploma and FINRA licenses are preferred; 25% travel and a comprehensive benefits package apply. #J-18808-Ljbffr Raymond James
Vacancy posted 2 days ago
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