100 raymond james associatesBedford, NH
Client Services Specialist for Financial Advisors
Client Services Specialist for Financial Advisors
Client Services Specialist for Financial Advisors
100 raymond james associatesBedford, NH
yesterday
Financial Clerks, All OtherNew Accounts ClerksSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous Intermediation
Apply for this role →Raymond James & Associates, Inc. seeks a Registered Client Service Associate to support Financial Advisors and their clients and to provide essential administrative support across phone, email, in-person, and virtual channels. The role emphasizes onboarding clients, opening accounts, maintaining CRM data, processing asset transfers, and preparing reports in a fast-paced branch environment with a strong focus on accuracy and client service.
Also on the board Same function, level within a rung
Level
Mid
Location
Bedford, NH
Occupation
Financial Clerks, All Other
Industry
Portfolio Management and Investment Advice
Posted
yesterday