Raymond James & Associates, Inc., Research Division

Client Service Associate (Denver, CO)

Raymond James & Associates, Inc., Research Division(1 month ago)

United States, Denver, COOnsiteFull TimeJunior$45,000 - $65,000Client Services
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About this role

A Client Service Associate at Raymond James supports Financial Advisors and their clients within a branch-based financial services environment. The role contributes to client experience and branch operations at a well-established firm, working as part of a team to uphold firm values and service standards.

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Required Skills

  • CRM
  • Excel
  • Communication
  • Client Onboarding
  • Reporting
  • Transaction Processing
  • Scheduling
  • Documentation
  • Research

Qualifications

  • High School Diploma

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