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Client Service Associate
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- Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
- With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
- Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.
- Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
- May enter orders at the direction of the Financial Advisor.
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