Client Service Associate
Raymond James & Associates, Inc., Research Division(2 months ago)
About this role
A Client Service Associate at Cedar Rapids Raymond James supports branch operations and client relationships for financial advisors. The role focuses on providing high-touch administrative support and client-facing interactions to help maintain and grow the advisory practice. This position contributes to the overall client experience and branch efficiency.
Required Skills
- Client Relationship Management
- Microsoft Excel
- Communication
- Client Onboarding
- Account Processing
- Cash Management
- Research
- Reporting
- Portfolio Rebalancing
- Event Support
+1 more
Qualifications
- High School Diploma
- Securities Industry Essentials (SIE)
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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