Client Service Associate (Wealth Management)
Raymond James & Associates, Inc., Research Division(3 months ago)
About this role
A Client Service Associate at Axia Financial is part of a team of financial professionals delivering investment consulting and financial planning. The role supports the firm’s client-focused approach and upholds its values of integrity, advocacy, and personalized attention within a team-based environment.
Required Skills
- Client Service
- CRM
- Microsoft Office
- Communication
- Account Opening
- Money Movement
- Documentation
- Reporting
- Research
- Time Management
Qualifications
- Bachelor's Degree
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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