Raymond James & Associates, Inc., Research Division

Client Service Associate

Raymond James & Associates, Inc., Research Division(3 months ago)

Westlake, OHOnsiteFull TimeJunior$39,402 - $53,789 (estimated)Client Services
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About this role

Raymond James is hiring a Client Service Associate to provide high-touch administrative support to Financial Advisors and their clients. The role supports client interactions, account maintenance, and reporting within a fast-paced financial services environment. It is aimed at detail-oriented candidates who can manage multiple tasks and priorities while adhering to firm and industry standards.

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Required Skills

  • CRM
  • Excel
  • Communication
  • Organization
  • Research
  • Reporting
  • Scheduling
  • Transaction Processing
  • Customer Service

Qualifications

  • High School Diploma

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