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Registered Client Service Assistant - Towne Wealth Management (Raymond James Financial Services, Inc)
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- Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries and providing quotes
- Solicits and receives orders for the financial advisor and services less active accounts when needed
- Researches client and security information through the back office system
- Prepares letters, forms and spreadsheets to assist with servicing existing clients and prospecting for new clients
- Supervises other support staff when needed under direction of supervisor
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