Sr. Client Service Associate -Columbia, SC
Raymond James & Associates, Inc., Research Division(9 days ago)
About this role
A Client Service Associate at Raymond James provides administrative support to financial advisors and clients, managing various client interactions, account activities, and supporting marketing efforts. The role involves organizing, tracking, and processing client-related information within a fast-paced financial services environment.
Required Skills
- CRM
- Excel
- Communication
- Organization
- Account Management
- Client Relations
- Financial Services
- Data Research
- Document Processing
Qualifications
- High School Diploma
- 3+ years financial services experience
- FINRA licenses: AG, GS, RA, SIE
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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