Client Services Associate, Financial Advisory Support
Raymond James
Raymond James in Charlotte, NC is seeking a Registered Client Service Associate to deliver high‑touch administrative support to Financial Advisors and their clients. You will handle inquiries, schedule meetings, open new accounts, process transfers, and maintain accurate client records using CRM and internal systems. This role requires strong communication, detail orientation, and the ability to manage multiple priorities in a fast-paced environment. #J-18808-Ljbffr Raymond James
Vacancy posted 4 days ago
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