Client Service Associate
Raymond James & Associates, Inc., Research Division(2 months ago)
About this role
A Registered Client Service Associate at Raymond James provides high-touch administrative support within a financial advisory branch, serving as a primary client contact across phone, in-person, virtual, and mail channels. The role supports client account maintenance and documentation, assists financial advisors, and contributes to branch operations in a client-focused financial services environment.
Required Skills
- CRM
- Excel
- Communication
- Organization
- Transaction Processing
- Account Opening
- Reporting
- Customer Service
- Time Management
- Research
Qualifications
- High School Diploma
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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