Client Associate
Raymond James & Associates, Inc., Research Division(3 months ago)
About this role
A Client Associate at Goetzman Nau Financial Partners is part of a collaborative team focused on delivering high-quality client support that aligns with the firm’s values. The role contributes to the firm’s client-first culture and supports the growth and service delivery of the branch while engaging in professional development.
Required Skills
- CRM
- Microsoft Office
- Communication
- Account Opening
- Money Movement
- Documentation
- Reporting
- Research
- Organization
- Customer Service
+1 more
Qualifications
- Bachelor's Degree
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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