Wealth Management Client Associate - Detail-Oriented & On-Site
130 Raymond James Financial Services, Inc.
Key Wealth Management seeks a detail-oriented Registered Client Associate to support financial advisors and branch operations. You will handle client interactions, data entry, and account management while cross-training on financial planning platforms. Responsibilities include opening new client accounts, processing transfers, maintaining client records, and updating financial plans. On-site work with potential professional development and cross-training opportunities. #J-18808-Ljbffr 130 Raymond James Financial Services, Inc.
Vacancy posted 2 days ago
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