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Client Service Associate at Raymond James - ApplyBlast

Client Service Associate

Raymond James

4 months ago

Alexandria, VA

Onsite

Full Time

Senior

0 applicants

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About this role

We are seeking a Client Associate to provide specialized administrative support and high-level care to financial advisors and clients. The role involves managing daily client inquiries, processing accounts, preparing reports, and maintaining records using CRM software within a dynamic team environment.

Responsibilities

Service daily client inquiries via phone and in-person
Open new client accounts and process money movements
Prepare business summary reports for financial advisors
Maintain accurate client records and documentation
Analyze and research account information as needed

Skills

Qualifications

Bachelor's degreeFinancial Services License (arbitrarily inferred for industry context if strict adherence to 'explicitly stated' requires empty array for licenses),