Client Service Associate- Lakewood Ranch, FL
Raymond James & Associates, Inc., Research Division(1 month ago)
About this role
A Client Service Associate at Raymond James provides administrative and client-facing support to Financial Advisors within a branch-based financial services environment. The role operates under direct supervision and supports client relationship management, recordkeeping, and office operations to help maintain high service standards and compliance.
Required Skills
- CRM
- Excel
- Communication
- Organization
- Transaction Processing
- Account Opening
- Reporting
- Research
- Time Management
- Customer Service
+2 more
Qualifications
- High School Diploma or Equivalent
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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