Client Service Associate - Financial Advisory Support
Raymond James
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Job summary
Raymond James in the United States is seeking a dynamic Registered Client Service Associate to support Financial Advisors, their prospective and current clients, and branch staff. The role demands strong communication across phone, email, in-person, and virtual channels, plus the ability to organize and track multiple tasks in a fast-paced setting.
The ideal candidate is detail oriented, a creative problem solver, and comfortable onboarding clients, handling account information, processing
Job description
Raymond James in the United States is seeking a dynamic Registered Client Service Associate to support Financial Advisors, their prospective and current clients, and branch staff. The role demands strong communication across phone, email, in-person, and virtual channels, plus the ability to organize and track multiple tasks in a fast-paced setting.
The ideal candidate is detail oriented, a creative problem solver, and comfortable onboarding clients, handling account information, processing
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