Financial Services Client Experience Associate
Raymond James
Raymond James in Charlotte, NC is seeking a Registered Client Service Associate to support Financial Advisors and clients with high-touch administrative tasks across phone, email, in-person, and virtual channels. You will organize, manage, and track multiple tasks in a fast-paced environment to serve clients effectively. The ideal candidate will handle onboarding, account openings, client research, data accuracy, and reporting while employing CRM systems and Excel for ongoing client support and #J-18808-Ljbffr Raymond James
Vacancy posted 1 day ago
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