Client Service Associate
Raymond James & Associates, Inc., Research Division(1 month ago)
About this role
A Client Service Associate at HB Steele Interactive Financial Planning provides client-facing administrative support to two independent financial advisors and collaborates with the Director of Client Engagement. The role focuses on managing client communications, scheduling, and handling sensitive financial information to ensure smooth advisor operations and a high level of client service.
Required Skills
- CRM Software
- Microsoft Office
- Communication
- Scheduling
- Calendar Management
- Account Processing
- Recordkeeping
- Report Preparation
- Compliance
- Client Service
Qualifications
- Bachelor's Degree
- Securities Industry Essentials (SIE)
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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