Raymond James & Associates, Inc., Research Division

Client Service Associate - Providence, RI

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

Providence, RI, United StatesOnsiteFull TimeJunior$45,000 - $65,000Client Services
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About this role

A Client Service Associate at Raymond James provides administrative support to Financial Advisors and their clients in a branch setting. The role contributes to the firm's client service and operational delivery within the Financial Services industry. This is an associate-level position at a long-established financial services firm.

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Required Skills

  • CRM
  • Excel
  • Communication
  • Organization
  • Account Processing
  • Data Entry
  • Reporting
  • Scheduling
  • Research
  • Customer Service

Qualifications

  • High School Diploma

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