Financial Services Client Success Associate
raymondjames
Raymond James is seeking a Registered Client Service Associate to support Financial Advisors, their prospective and existing clients, and branch staff. This role requires excellent communication across phone, email, in-person and virtual channels, and the ability to organize, manage and track multiple tasks in a fast-paced environment. The successful candidate will onboard new clients, open accounts, review accounts and documentation, prepare financial reports, and assist with client events and #J-18808-Ljbffr raymondjames
Vacancy posted 14 hours ago
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