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Registered Client Service Associate

at Raymond James

JuniorNo visa sponsorshipOther

Posted 21 hours ago

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Compensation

Not specified

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City

Not specified

Country

United States

**Experienced Client Service Associate** to join our financial services team. Manage client relationships, provide personalized financial guidance, and support daily operations. Proficient inWindows, Microsoft Office, and CRM (Salesforce) required. At least 3 years of relevant experience in wealth management or financial services. Bachelor's degree in finance, economics, or related field preferred. Collaborate cross-functionally to deliver exceptional client experiences. Strong communication skills and ability to build rapport essential.