Raymond James & Associates, Inc., Research Division

Client Service Associate- Sarasota, FL

Raymond James & Associates, Inc., Research Division(21 days ago)

United States, Sarasota, FLOnsiteFull TimeJunior$30,000 - $40,000Financial Services
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About this role

A Client Service Associate at Raymond James provides administrative and client support within the financial services industry. The role involves managing client interactions, processing financial transactions, and supporting financial advisors in various client-related tasks. The position requires effective communication and organizational skills in a fast-paced environment.

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Required Skills

  • CRM
  • Excel
  • Communication
  • Client Management
  • Financial Transactions
  • Time Management
  • Organization
  • Research
  • Customer Service
  • Documentation

Qualifications

  • High School Diploma

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