Client Services Pro for Financial Advisors
raymond jamesCharleston, SC
Client Services Pro for Financial Advisors
raymond jamesCharleston, SCJunior L3
Financial Clerks, All OtherSecurities, Commodities, and Financial Services Sales AgentsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
Raymond James in Charleston, SC seeks a detail-oriented Registered Client Service Associate to support Financial Advisors and clients. You will manage inquiries, open accounts, research client data, and monitor asset transfers, ensuring compliance with firm standards. Ideal candidates communicate well across platforms, handle multiple priorities, and contribute to client events and reporting. A HS diploma and FINRA licenses are preferred; 25% travel and a comprehensive benefits package apply.
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Level
Junior L3
Location
Charleston, SC
Occupation
Financial Clerks, All Other
Industry
Portfolio Management and Investment Advice
Posted
yesterday