Financial Client Services Specialist
raymond jamesBrooklyn, NY
Financial Client Services Specialist
raymond jamesBrooklyn, NY
today
Occupations
Financial Clerks, All OtherSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSecurities, Commodities, and Financial Services Sales AgentsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities IntermediationAbout the role
Raymond James, Inc. Greenville, SC, is seeking a dynamic Registered Client Service Associate to support Financial Advisors and clients with high-quality administrative support.
You will handle client inquiries, onboarding, account setups, and data research across multiple platforms in a fast-paced environment. The role emphasizes communication, organization, and problem-solving, with opportunities to collaborate with branch staff and participate in client-facing events.
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JOB OVERVIEW
Experience level
Mid
Location
Brooklyn, NY
Occupation
Financial Clerks, All Other
Industry
Portfolio Management and Investment Advice
Posted
today
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