Wealth Management Client Associate - Client Service Lead
Raymond James
Raymond James is seeking a Registered Client Associate in Scottsdale, AZ to work onsite with our wealth management team. You will assist financial advisors, handle client inquiries, and manage accounts and data in CRM and planning software. The ideal candidate has 3+ years of industry experience, licenses (SIE, Series 7, 63 or equivalent), and strong communication and organizational skills to provide high-level client service. #J-18808-Ljbffr Raymond James
Vacancy posted 1 day ago
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