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Wealth Management Client Services Associate

Raymond James

A financial services firm in Virginia is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The ideal candidate will have effective communication skills and the ability to excel in a detail-oriented environment. Responsibilities include responding to client inquiries, processing account changes, and preparing financial reports. Candidates should ideally possess a bachelor’s degree and relevant certifications like SIE and Series 7. #J-18808-Ljbffr Raymond James

Vacancy posted 4 days ago
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