Raymond James & Associates, Inc., Research Division

Client Service Associate (Kirkland, WA)

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

United States, Kirkland, WAOnsiteFull TimeJunior$45,000 - $70,000.11Client Services
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About this role

A Client Service Associate at Raymond James provides client-facing administrative support within a branch office of a financial services firm. The role supports Financial Advisors by helping maintain client records, facilitating account administration, and ensuring high-quality client interactions. It is an entry-level position suited to organized, detail-oriented candidates starting a career in the securities or financial services industry.

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Required Skills

  • Client Service
  • CRM
  • Excel
  • Communication
  • Account Processing
  • Scheduling
  • Research
  • Reporting
  • Organization

Qualifications

  • High School Diploma

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