Client Service Associate - Fort Myers, FL
Raymond James & Associates, Inc., Research Division(1 month ago)
About this role
A Client Service Associate at Raymond James provides high-touch administrative support to financial advisors and their clients, handling client inquiries, scheduling, and account maintenance. The role focuses on accurate processing of client transactions, opening new accounts, preparing reports, and maintaining CRM records. The position supports branch marketing and client-facing events while remaining current on firm and industry policies.
Required Skills
- Client Service
- CRM
- Microsoft Excel
- Communication
- Organization
- Data Entry
- Reporting
- Account Opening
- Transaction Processing
- Research
Qualifications
- High School Diploma
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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