Senior Client Services Specialist for Financial Advisors
raymond jamesFranklin, TN
Senior Client Services Specialist for Financial Advisors
raymond jamesFranklin, TNJunior L3
Financial Clerks, All OtherSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelCustomer Service Representatives
Portfolio Management and Investment AdviceInvestment Banking and Securities IntermediationMiscellaneous Financial Investment Activities
Raymond James is seeking a dynamic Client Service Associate to support Financial Advisors with high-quality client service. The role requires strong communication, organization, and problem-solving skills to manage accounts, documentation, and reporting in a fast-paced environment.
The ideal candidate will have a high school diploma and several years of financial services experience, with proven ability to handle multiple priorities, data entry, and CRM usage.
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Level
Junior L3
Location
Franklin, TN
Occupation
Financial Clerks, All Other
Industry
Portfolio Management and Investment Advice
Posted
today