Raymond James & Associates, Inc., Research Division

Client Service Associate (Beverly Hills, CA)

Raymond James & Associates, Inc., Research Division(19 days ago)

Beverly Hills, CAOnsiteFull TimeJunior$45,000 - $65,000Financial Services
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About this role

The role involves providing administrative support to financial advisors and clients in a banking or financial setting. The position requires excellent communication, organization, and customer service skills to assist with client interactions, account management, and various clerical tasks.

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Required Skills

  • CRM
  • Excel
  • Customer Service
  • Communication
  • Organization

Qualifications

  • High School Diploma

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