Financial Client Services Specialist
Raymond James
Raymond James in Annapolis, Maryland is seeking a dedicated support staff member to assist financial advisors by managing client interactions and organizational tasks. The role demands strong communication skills and proficiency in CRM software, while requiring adherence to industry regulations. The ideal candidate will have a high school diploma, at least one year of related experience, and relevant licenses, contributing to efficient onboarding and asset management processes. #J-18808-Ljbffr Raymond James
Vacancy posted 1 day ago
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