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Client Services Pro for Financial Advisors

raymond jamesCharleston, SCJunior L3
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

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