Client Services Specialist for Financial Advisors
100 raymond james associatesBedford, NH
Client Services Specialist for Financial Advisors
100 raymond james associatesBedford, NH
today
Occupations
Financial Clerks, All OtherNew Accounts ClerksSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous IntermediationAbout the role
Raymond James & Associates, Inc. seeks a Registered Client Service Associate to support Financial Advisors and their clients and to provide essential administrative support across phone, email, in-person, and virtual channels. The role emphasizes onboarding clients, opening accounts, maintaining CRM data, processing asset transfers, and preparing reports in a fast-paced branch environment with a strong focus on accuracy and client service.
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JOB OVERVIEW
Experience level
Mid
Location
Bedford, NH
Occupation
Financial Clerks, All Other
Industry
Portfolio Management and Investment Advice
Posted
today
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