Raymond James & Associates, Inc., Research Division

Client Service Associate

Raymond James & Associates, Inc., Research Division(19 days ago)

United States, Evansville, INOnsiteFull TimeJunior$30,000 - $40,000Financial Services
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About this role

Raymond James is seeking a Client Service Associate to provide administrative support to financial advisors, manage client interactions, and assist with client account processing and documentation. The role involves effective communication, organization, and supporting marketing efforts within a fast-paced financial services environment.

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Required Skills

  • CRM
  • Excel
  • Communication
  • Organization
  • Customer Service

Qualifications

  • High School Diploma

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