Senior Client Service Associate (Seattle, WA)
Raymond James & Associates, Inc., Research Division(27 days ago)
About this role
A Client Service Associate at Raymond James provides administrative and client-facing support within a financial advisory branch, helping maintain client records and supporting day-to-day office operations. The role supports Financial Advisors and their clients through various communication channels and contributes to reporting, account maintenance, and client outreach. It is targeted at candidates with several years of financial services experience and strong attention to detail.
Required Skills
- CRM
- Excel
- Communication
- Organization
- Reporting
- Marketing
- Research
- Time Management
- Customer Service
- Problem Solving
Qualifications
- High School Diploma
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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