Client Service Associate (Santa Fe, NM) at Raymond James · Santa Fe, NM · Joined
RJ
Client Service Associate (Santa Fe, NM)
Raymond James · Santa Fe, NM · Just now · 0 applicants
NewOn-siteFull-timeJunior
Pay
Pay not listed
Workplace
On-site
Job type
Full-time
Level
Junior
Source: jobright · Posted by joined-scrapper
About the role
Provides administrative and client-service support to Financial Advisors, clients, and branch staff, handling account processing, documentation, and reporting in a fast-paced office environment.
What you’ll do
Provide administrative and client-service support to Financial Advisors and clients
Handle client interactions and account/transaction processing
Prepare documentation, reporting, and records
Support marketing events
Analyze and research account information
Organize and track multiple tasks with changing priorities
What you’ll need
High School Diploma or equivalent
One or more years of securities industry or related work experience
Intermediate skills obtained through experience and training
Effective communication across multiple platforms (phone, email, in-person, virtual)
Proficiency in Excel and CRM software
Ability to manage multiple detailed tasks in a fast-paced environment
Original job description
Raymond James is hiring a Client Service Associate to provide administrative and client-service support to Financial Advisors, clients, and branch staff. The role handles client interactions, account and transaction processing, documentation, reporting, records, and support for marketing events.uses intermediate skills obtained through experience and…