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Client Service Associate - Financial Advisory Support

Raymond James Financial, Inc.

Foundation Wealth Strategies is seeking a dynamic Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The role emphasizes organization, accuracy, and proactive problem-solving in a fast-paced environment. Ideal candidates have 1+ years of customer service experience in financial services and are proficient with CRM systems and Excel for reporting and client management. #J-18808-Ljbffr Raymond James Financial, Inc.

Vacancy posted 2 days ago
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