Financial Services Client Support Specialist
Raymond James
Raymond James, Inc. in Greenwood, Indiana is seeking a Client Service Associate to support Financial Advisors and clients with high-quality service.
The role involves coordinating meetings, handling inquiries, and processing basic financial transactions in a fast-paced, team-focused environment. You will work with CRM software and Excel for reporting, develop strong client relationships, and contribute to marketing efforts and event support.
#J-18808-LjbffrVacancy posted 2 days ago
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