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About 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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