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Client Services Specialist for Financial Advisors

Raymond James

Raymond James in Atlanta, GA seeks aRegistered Client Service Associate to support financial advisors and clients across multiple channels. You will onboard new clients, open accounts, and research client information using internal systems. The role involves processing transfers, monitoring cash, and preparing materials for client meetings. Ideal candidates have a High School diploma, securities industry exposure, and active qualifications (SIE, Series 7, 63/65/66). #J-18808-Ljbffr Raymond James

Vacancy posted 6 hours ago
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