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Senior Registered Client Service Associate (Colorado Springs, CO)

at Raymond James

Mid LevelNo visa sponsorshipOther

Posted 20 hours ago

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United States

**Senior Registered Client Service Associate - Colorado Springs, CO**: Lead client service, ensuring exceptional experiences in Colorado Springs. Key responsibilities include portfolio management, financial planning, and operational support. Proficient in CRM systems, especially Salesforce, and'esperienti' in estate planning, retirement strategies, and investment counseling. Requires a minimum of 7 years' experience, with a Series 7 license and relevant securities certifications.