Raymond James & Associates, Inc., Research Division

Registered Client Service Associate

Raymond James & Associates, Inc., Research Division(18 days ago)

United States, Gaylord, MIOnsiteFull TimeJunior$48,000 - $58,000Financial 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 client interaction, account management, and supporting financial services operations in a fast-paced environment.

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Required Skills

  • CRM Software
  • Financial Reports
  • Client Service
  • Account Management
  • Microsoft Excel
  • Communication Skills
  • Problem Solving
  • Time Management
  • Financial Concepts
  • Teamwork

Qualifications

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

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