Raymond James & Associates, Inc., Research Division

Registered Client Service Associate- Melbourne, FL

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

Melbourne, FL, United StatesOnsiteFull TimeJunior$40,000 - $60,000Finance
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About this role

A Client Service Associate at Raymond James provides administrative support to Financial Advisors and their clients, handling inquiries, account management, and client communications. The role involves organizing tasks and supporting team efforts in a fast-paced financial services environment.

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Required Skills

  • CRM
  • Excel
  • Communication
  • Account Management
  • Client Service
  • Financial Markets
  • Securities Industry
  • Organization
  • Problem Solving
  • Teamwork

Qualifications

  • High School Diploma
  • Series 7
  • Series 63 or 65 or 66
  • SIE

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