Client Relationship Manager

Raymond James

Strong communication skills
Client relationship management (crm) software
Ability to work independently
The role helps maintain white glove service to clients

Job Summary

  • The role helps maintain white glove service to clients.
  • The candidate will play a key role in the firm.
  • At Raymond James, we honor and respect the uniqueness of all associates.

Matching Summary

The role helps maintain white glove service to clients.

Skills & Requirements

Must-have

  • Strong communication skills
  • Client Relationship Management (CRM) software
  • Ability to work independently

Nice-to-have

  • High level of customer service
  • Strong work ethic
  • Team collaboration skills

Key Requirements

  • Bachelor's degree
  • 2+ years in client relationship management
  • SIE and Series 7 required

Work Rights

Not specified

Tailored Resume

Cover Letter