Client Service Associate - Financial Advisor Support
raymondjames
Raymond James is seeking a Registered Client Service Associate to support Financial Advisors, their clients, and branch staff. The role emphasizes effective communication across channels, organization, and meticulous task management in a fast-paced environment. The candidate will onboard clients, open accounts, research information, and prepare financial reports for meetings. Strong CRM and Excel skills, plus a client-focused, proactive approach, are essential. #J-18808-Ljbffr raymondjames
Vacancy posted 3 days ago
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