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Financial Services Client Support Specialist

raymond jamesFranklin, TNJunior L3
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.
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Level

Junior L3

Location

Franklin, TN

Occupation

Financial Clerks, All Other

Industry

Portfolio Management and Investment Advice

Posted

4 days ago

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