Raymond James & Associates, Inc., Research Division

Client Service Associate (Pasadena, CA)

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

United States, Pasadena, CAOnsiteFull TimeJunior$45,000 - $65,000Client Services
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About this role

A Client Service Associate at Raymond James is an entry-level role supporting Financial Advisors within the firm’s branch operations. The position sits within the client-facing side of the Financial Services organization and contributes to maintaining client relationships, documentation accuracy, and branch support in a regulated banking environment.

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Required Skills

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

Qualifications

  • High School Diploma

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