Financial Client Services Specialist
raymond jamesScottsdale, AZ
Financial Client Services Specialist
raymond jamesScottsdale, AZ
yesterday
Occupations
Financial Clerks, All OtherSecurities, Commodities, and Financial Services Sales AgentsBrokerage ClerksIndustries
Portfolio Management and Investment AdviceInvestment Banking and Securities IntermediationMiscellaneous IntermediationAbout the role
Raymond James is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, their clients, and branch staff. The role requires strong communication across channels and the ability to manage multiple tasks in a fast-paced environment.
You will handle client inquiries, process transactions, open accounts, and assist with marketing efforts and reporting. A High School Diploma and 1+ years in securities or related work are preferred.
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JOB OVERVIEW
Experience level
Junior
Location
Scottsdale, AZ
Occupation
Financial Clerks, All Other
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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