Client Service Associate
Raymond James & Associates, Inc., Research Division(13 days ago)
About this role
DiSilvio Wealth Management Group is seeking a Client Service Associate to provide administrative and client support for their financial advisors. The role involves client communication, scheduling, paperwork management, and supporting the overall client experience within a financial services environment.
Required Skills
- CRM
- Microsoft Office
- Communication
- Organization
- Client Service
Qualifications
- Bachelor’s degree
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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