Senior Client Service Associate (Raleigh, NC)
Raymond James & Associates, Inc., Research Division(3 months ago)
About this role
A Client Service Associate at Raymond James provides administrative and client-facing support within a financial advisory branch. The role supports advisors and contributes to overall client experience through interaction with prospective and existing clients and maintaining accurate client records. It is part of the branch service team in a long-established financial services firm.
Required Skills
- CRM
- Excel
- Communication
- Client Service
- Account Maintenance
- Reporting
- Organization
- Research
- Compliance
- Time Management
Qualifications
- High School Diploma
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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