Client Service Associate-Oklahoma City, OK
Raymond James & Associates, Inc., Research Division(5 months ago)
About this role
A Client Service Associate at Raymond James is a client-facing administrative role within a financial advisory branch, supporting advisor-led client relationships and firm operations. The position sits in the firm’s financial services environment and helps maintain client records and branch coordination. It is an entry-level role focused on delivering a high level of client service and supporting overall branch effectiveness.
Required Skills
- Client Service
- CRM
- Excel
- Communication
- Account Opening
- Account Processing
- Documentation
- Reporting
- Event Support
- Research
+1 more
Qualifications
- High School Diploma
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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