Raymond James & Associates, Inc., Research Division

Senior Client Service Associate

Raymond James & Associates, Inc., Research Division(26 days ago)

United States, Birmingham, MIOnsiteFull TimeMedior$66,603 - $90,324 (estimated)Client Services
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About this role

A Client Service Associate at Raymond James is a branch-level role within the firm’s financial services organization that supports Financial Advisors and their client relationships. The position is part of a client-facing team that contributes to maintaining the firm’s client-first values and professional standards. It is intended for candidates with prior financial services experience who seek growth and development within a longstanding financial firm.

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Required Skills

  • CRM
  • Excel
  • Communication
  • Organization
  • Research
  • Client Service
  • Reporting
  • Account Processing
  • Marketing Support

Qualifications

  • High School Diploma

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