Client Service Associate (Part-Time)
Raymond James & Associates, Inc., Research Division(2 months ago)
About this role
A client-facing support role in a wealth management branch that assists financial advisors and contributes to branch operations. The position supports client relationships, account management, and recordkeeping within a financial services environment. It also involves engagement in ongoing training and professional development to remain current on industry practices.
Required Skills
- CRM
- Microsoft Office
- Communication
- Account Opening
- Money Movement
- Reporting
- Documentation
- Research
- Customer Service
- Time Management
Qualifications
- Bachelor's Degree
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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