Raymond James & Associates, Inc., Research Division

Registered Client Service Associate- Boca Raton, FL

Raymond James & Associates, Inc., Research Division(20 days ago)

Boca Raton, FL, United StatesOnsiteFull TimeJunior$40,000 - $60,000Financial Services
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About this role

Raymond James is seeking a Registered Client Service Associate to provide administrative support to Financial Advisors and clients. The role involves managing multiple tasks, facilitating client inquiries, and assisting with account management in a fast-paced financial services environment.

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Required Skills

  • CRM
  • Excel
  • Client Service
  • Account Management
  • Communication
  • Financial Reporting
  • Investment Knowledge
  • Time Management
  • Organization
  • Problem Solving

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