Senior Client Service Associate (Atlanta, GA)
Raymond James & Associates, Inc., Research Division(8 months ago)
About this role
A Client Service Associate at Raymond James provides client-facing administrative support within a financial advisor branch, serving as a primary contact for prospective and existing clients. The role supports account maintenance, documentation accuracy, and internal reporting while working closely with advisors and branch team members to help deliver high-quality client service.
Required Skills
- Client Service
- CRM
- Excel
- Communication
- Account Opening
- Documentation
- Reporting
- Time Management
- Research
- Order Entry
Qualifications
- High School Diploma
- Securities Industry Essentials (SIE)
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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