Client Service Associate - Rjb

Raymond James

Not specified (assumed to be hybrid or in-office based on general industry standards).
Basic customer operations knowledge
Ability to handle high call volumes
Interpersonal and communication skills
Raymond James is seeking a Client Service Associate to manage client accounts, facilitate problem resolution, and provide support in a dynamic environment. The role requires strong communication and organizational skills to handle customer inquiries and operational tasks efficiently

Job Summary

  • The role involves administering new and existing client accounts under general supervision.
  • Associates are expected to provide timely and courteous service while resolving client issues.
  • Raymond James promotes a people-first culture that values diversity and continuous professional growth.

Matching Summary

Match Score: 75

Raymond James is seeking a Client Service Associate to manage client accounts, facilitate problem resolution, and provide support in a dynamic environment. The role requires strong communication and organizational skills to handle customer inquiries and operational tasks efficiently.

Skills & Requirements

Must-have

  • Basic customer operations knowledge
  • Ability to handle high call volumes
  • Interpersonal and communication skills

Nice-to-have

  • Suggestions for efficiency improvements
  • Flexibility in a fast-paced environment
  • Team collaboration skills

Key Requirements

  • 4 to 6 months general experience
  • Basic accounting and investment concepts

Work Rights

Not specified

Tailored Resume

Cover Letter