Client Service Associate (Tuscaloosa, AL)
Raymond James & Associates, Inc., Research Division(2 months ago)
About this role
A Client Service Associate at Raymond James provides high-touch administrative and client-facing support to Financial Advisors and their clients. The role focuses on managing client interactions, maintaining client records, and ensuring accurate processing of account transactions and paperwork. It supports branch operations through reporting, scheduling, and CRM management while participating in training and development.
Required Skills
- Client Service
- CRM
- Excel
- Communication
- Account Processing
- Transaction Processing
- Documentation
- Reporting
- Organization
- Time Management
+1 more
Qualifications
- High School Diploma
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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