Wealth Management Client Concierge & Operations
Raymond James
Main Street Financial Group is seeking a client-focused support associate to assist financial advisors and staff in a busy wealth management office. This onsite role centers on accurate account processing, client communications, and teamwork to deliver excellent service. Responsibilities include opening accounts, processing transactions, preparing meeting materials, and maintaining CRM records. The candidate will engage in ongoing training, handle sensitive information with discretion, and #J-18808-Ljbffr Raymond James
Vacancy posted 2 days ago
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