Sr. Client Service Associate-Richmond, VA
Raymond James & Associates, Inc., Research Division(1 month ago)
About this role
A Client Service Associate at Raymond James supports financial advisors and their clients within a branch to help ensure high-quality client interactions and smooth office operations. The role is part of a long-established financial services firm and contributes to client retention and service delivery. It requires regular client contact and collaboration with internal teams across multiple communication channels.
Required Skills
- CRM Software
- Excel
- Communication
- Account Opening
- Reporting
- Documentation
- Research
- Organization
- Multitasking
- Customer Service
Qualifications
- High School Diploma
- Securities Industry Essentials (SIE)
- Series 7
- Series 63
- Series 66
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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