About this role
Client Service Associate at Raymondjames. Location: Brea, California, United States. Role: servicing clients, processing transactions, maintaining records Requirements: 1+ year financial services experience, CRM and Microsoft Office proficiency, knowledge of basic investment concepts, strong communication, administrative and account processing skills. Category: Customer Service Seniority: Entry Level Tools: Client Relationship Management (CRM) software, Microsoft Office Commitment: Full Time Workplace: Onsite Languages: English