Senior Client Service Associate (Raleigh, NC)
Raymond James & Associates, Inc., Research Division(19 days ago)
About this role
A Client Service Associate at Raymond James provides administrative support to financial advisors, assisting with client interactions, account management, and documentation. The role involves high-volume communication, organization, and coordination within a fast-paced financial services environment, focusing on delivering quality client service and operational support.
Required Skills
- CRM
- Excel
- Client Service
- Account Management
- Communication
- Documentation
- Scheduling
- Research
- Reporting
- Financial Knowledge
Qualifications
- High School Diploma
- 3+ years financial services experience
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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