Financial Client Services Specialist
Raymond James
Raymond James, Inc. in Waukesha, WI is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors and clients.
The role requires effective communication across phone, email, in-person and virtual channels, and strong organization to manage multiple tasks in a fast-paced environment. The successful candidate will handle client inquiries, open accounts, prepare forms and reports, and maintain CRM records while supporting branch operations and marketing
#J-18808-LjbffrVacancy posted 1 day ago
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