Service Associate
4 days ago
Celebrating over 60 years of excellence in the financial services industry, Raymond James is seeking a highly motivated and detail-oriented Client Service Associate to join our team. This critical role provides high-quality administrative support to financial advisors, clients, and branch staff, requiring effective communication skills and the ability to manage multiple tasks and priorities in a fast-paced environment.
Key Responsibilities- Provide exceptional client service through phone, email, in-person, and virtual interactions.
- Support financial advisors and branch staff with administrative tasks, including client onboarding, transaction processing, and expense management.
- Utilize CRM software to maintain accurate client records and files.
- Assist with marketing efforts, including seminars and client-facing events.
- Perform other duties as assigned to ensure seamless branch operations.
- High school diploma or equivalent and one year of securities industry or related work experience preferred.
- OR equivalent combination of experience, education, and/or training as approved by Human Resources.
At Raymond James, our associates use five guiding behaviors to deliver on our core values of client-first, integrity, independence, and a conservative, long-term view. We expect our associates to grow professionally, work collaboratively, make prompt decisions, take ownership, and contribute to the firm's continuous evolution.
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Donation Services Associate
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Financial Services Associate
1 month ago
Duluth, Minnesota, United States Raymond James Financial Incorporated Full timeRaymond James Financial Incorporated is seeking a dedicated Client Service Associate to enhance our team. The successful candidate will deliver exceptional administrative assistance to Financial Advisors and their clientele. Key qualifications include strong communication abilities and adeptness in managing multiple priorities in a dynamic work environment....
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Culinary Services Associate
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Cashier and Food Service Associate
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Client Service Associate
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Duluth, Minnesota, United States Raymond James Financial Services Full timeAbout the RoleRaymond James Financial Services is seeking a highly motivated and detail-oriented Client Service Associate to join our team in Duluth, MN. As a key member of our administrative support team, you will provide high-quality support to our financial advisors, clients, and branch staff.Key ResponsibilitiesProvide exceptional client service,...
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Business Tax Services Associate
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Warehouse Associate
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Warehouse Associate
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Cafe Associate
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Cafe Associate
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Warehouse Associate
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Warehouse Associate
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Business Tax Services Associate
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Senior Cashier/Food Service Associate
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Warehouse Associate
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Surgical Services Associate
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Food Service Associate
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Food Service Associate
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