Wealth Management Client Services Associate

Raymond James

Foundation Wealth Strategies in Wheaton, IL is seeking a Client Service Associate to support Financial Advisors and clients with high-touch administrative tasks in a fast-paced branch environment. You will handle inquiries, schedule meetings, process transactions, maintain CRM records, and assist with client communications while upholding accuracy and customer service standards. At least 1 year of financial services customer service experience is expected; benefits include medical, retirement, #J-18808-Ljbffr Raymond James

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Vacancy posted 1 day ago

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