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Financial Client Services Specialist

Raymond James

Raymond James in Griffin, GA is seeking an entry-level Client Services Associate to support Financial Advisors and service clients across channels. You will manage scheduling, CRM data, and routine client interactions, ensuring accurate processing of transactions and documentation. Responsibilities include opening new accounts, preparing reports, and assisting with marketing events. The role emphasizes accuracy, teamwork and customer service excellence in a fast-paced environment. #J-18808-Ljbffr Raymond James

Vacancy posted 1 day ago
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