Raymond James & Associates, Inc., Research Division

Client Service Associate - New Hyde Park, NY

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

New Hyde Park, NY, United StatesOnsiteFull TimeJunior$45,000 - $60,000Client Services
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About this role

A Registered Client Service Associate at Raymond James is a client-facing administrative team member supporting a wealth management branch within the financial services firm. The role contributes to the branch’s client experience and overall operational effectiveness in a regulated financial environment.

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Required Skills

  • Client Service
  • CRM
  • Excel
  • Communication
  • Account Processing
  • Recordkeeping
  • Scheduling
  • Research
  • Compliance
  • Transaction Processing

+1 more

Qualifications

  • High School Diploma

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