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Financial Advisory Client Services Associate

100 Raymond James & Associates, Inc.

Raymond James in Charlotte, NC seeks a dynamic Registered Client Service Associate to support Financial Advisors, their clients, and branch staff. You will manage client inquiries across phone, email, in-person, and virtual channels while organizing multiple tasks in a fast-paced environment. The role emphasizes onboarding, account openings, client data accuracy, and timely responses to corporate actions, with ongoing training and development opportunities. #J-18808-Ljbffr 100 Raymond James & Associates, Inc.

Vacancy posted 2 days ago
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