Financial Services Client Support Specialist
raymond jamesFranklin, TN
Financial Services Client Support Specialist
raymond jamesFranklin, TNJunior L3
Portfolio Management and Investment AdviceSavings Institutions and Other Depository Credit IntermediationCommercial Banking
Raymond James Franklin, TN is seeking a diligent Client Service Associate to support Financial Advisors and clients with high-quality service. The role involves handling inquiries, opening accounts, processing paperwork, and generating reports using CRM software and Excel. The ideal candidate has strong communication skills, can manage multiple tasks under deadlines, and works well in a team-oriented branch environment.
Matching similar jobs
Level
Junior L3
Location
Franklin, TN
Occupation
Financial Clerks, All Other
Industry
Portfolio Management and Investment Advice
Posted
4 days ago