Raymond James & Associates, Inc., Research Division

Client Service Associate

Raymond James & Associates, Inc., Research Division(2 days ago)

Loves Park, Illinois, United StatesOnsiteFull TimeJunior$45,000 - $55,000Financial Services
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About this role

Raymond James is seeking a Client Service Associate to provide administrative support to Financial Advisors and clients, handling tasks such as client inquiries, account processing, and supporting marketing activities. The role requires strong organizational skills, effective communication, and the ability to manage multiple priorities in a fast-paced environment.

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Required Skills

  • CRM
  • Excel
  • Communication
  • Organization
  • Account Management
  • Customer Service
  • Financial Transactions
  • Data Research
  • Office Software
  • Reporting

Qualifications

  • High School Diploma

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