Client Service Associate (Tucson, AZ)
Raymond James & Associates, Inc., Research Division(1 month ago)
About this role
A Client Service Associate at Raymond James provides high-touch administrative and client support to Financial Advisors, ensuring accurate client documentation and maintaining strong client relationships. The role involves interacting with prospective and existing clients through multiple channels and supporting branch operations to help deliver quality financial services.
Required Skills
- CRM
- Excel
- Communication
- Organization
- Account Processing
- Research
- Reporting
- Event Support
- Transaction Entry
- Customer Service
Qualifications
- High School Diploma
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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