Raymond James & Associates, Inc., Research Division

Sr. Client Service Associate-Winston Salem, NC

Raymond James & Associates, Inc., Research Division(18 days ago)

United States, Winston-Salem, NCOnsiteFull TimeJunior$49,000 - $62,000Financial Services
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About this role

Raymond James is seeking a detail-oriented Registered Client Service Associate to provide administrative support to Financial Advisors and clients in a fast-paced environment. The role involves client service, account management, coordination, and supporting team operations with a focus on industry regulations and best practices.

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Required Skills

  • Client Relationship Management
  • Excel
  • Communication
  • Account Management
  • Financial Regulations
  • Trading
  • Client Service
  • Team Support

Qualifications

  • High School Diploma
  • Series 7
  • Series 63
  • Series 65
  • Series 66
  • SIE

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