Client Service Associate
Raymond James & Associates, Inc., Research Division(1 month ago)
About this role
A Client Service Associate at Katherine Onieal Investment Services joins a comprehensive wealth management firm focused on building close client relationships. The role aligns with the firm's client-first culture and values, requiring a reliable, professional, adaptable, and positive team member who supports the office and contributes to its growth.
Required Skills
- CRM Software
- Microsoft Office
- Communication
- Client Service
- Account Research
- Documentation
- Reporting
- Money Movement
- Account Opening
- Administrative Support
Qualifications
- Bachelor's Degree
- Series 7 (Preferred)
- Life & Health Insurance (Preferred)
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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