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About the role

Raymond James is seeking a Client Service Associate to support Financial Advisors and clients with high-quality service in a fast-paced branch setting. The role requires strong organization, accuracy, and the ability to manage multiple tasks with shifting priorities while delivering professional client interactions across phone, email, and in-person channels. The successful candidate will handle client inquiries, assist with account openings, prepare reports, and support marketing efforts.

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JOB OVERVIEW

Experience level

Junior

Location

Atlanta, GA

Occupation

Financial Clerks, All Other

Industry

Portfolio Management and Investment Advice

Posted

3 days ago

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