Client Experience Associate - Financial Services
100 raymond james associatesFranklin, TN
Client Experience Associate - Financial Services
100 raymond james associatesFranklin, TNMid L4
Portfolio Management and Investment AdviceOther Activities Related to Credit IntermediationMiscellaneous Intermediation
APPLY NOW (opens in a new tab)Raymond James in Franklin, TN is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires capable communication across phone, email, in-person, and virtual channels, strong organization, and the ability to manage multiple tasks in a fast-paced environment. You will open new client accounts, process transactions, prepare reports, assist with marketing efforts, and maintain CRM records, contributing to
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Level
Mid L4
Location
Franklin, TN
Occupation
Financial Clerks, All Other
Industry
Portfolio Management and Investment Advice
Posted
today