Client Service Associate (Tuscaloosa, AL)
Raymond James & Associates, Inc., Research Division(4 months ago)
About this role
A Client Service Associate at Raymond James provides high-touch administrative support to Financial Advisors and assists prospective and existing clients. The role involves managing client interactions across phone, in-person, and virtual channels, maintaining client records, and handling account openings and transaction processing. The position supports branch operations and contributes to client servicing and advisor marketing efforts.
Required Skills
- Client Service
- CRM
- Excel
- Communication
- Time Management
- Account Processing
- Research
- Event Support
- Documentation
- Problem Solving
Qualifications
- High School Diploma
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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