Senior Client Service Associate- The Villages, FL
Raymond James & Associates, Inc., Research Division(1 month ago)
About this role
A Client Service Associate at Raymond James provides proactive, high-touch administrative support to financial advisors and their clients. The role involves managing client interactions across phone, email, in-person and virtual channels, maintaining client records and account documentation, and assisting with onboarding and reporting. The position supports branch operations and contributes to client retention and advisor productivity in a fast-paced financial services environment.
Required Skills
- Client Service
- CRM
- Excel
- Communication
- Account Opening
- Report Preparation
- Document Processing
- Research
- Teamwork
- Time Management
+2 more
Qualifications
- High School Diploma
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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