Client Service Associate- Lakewood Ranch, Fl

Raymond James

Lakewood Ranch, FL, US
Effective communication skills
Client relationship management software
High level of organization and accuracy
Raymond James is seeking a dynamic Client Service Associate to provide high-quality administrative support to Financial Advisors and clients

Job Summary

  • Raymond James is seeking a dynamic Client Service Associate to provide high-quality administrative support to Financial Advisors and clients.
  • The role involves processing client transactions and ensuring accurate documentation.
  • Join a people-first culture that values the uniqueness and backgrounds of all associates.

Matching Summary

Raymond James is seeking a dynamic Client Service Associate to provide high-quality administrative support to Financial Advisors and clients.

Skills & Requirements

Must-have

  • Effective communication skills
  • Client Relationship Management software
  • High level of organization and accuracy

Nice-to-have

  • Creative problem solver
  • Ability to manage changing priorities
  • Team-oriented mindset

Key Requirements

  • High School Diploma or equivalent
  • 1 or more years of securities industry experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter