Financial Client Services Specialist
raymond jamesAtlanta, GA
Financial Client Services Specialist
Occupations
Financial Clerks, All OtherSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelNew Accounts ClerksIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMortgage and Nonmortgage Loan BrokersAbout 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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