About this role
Client Service Associate (Sarasota, FL) at Raymondjames. Location: Sarasota, Florida, United States. Role: providing support, processing transactions, handling inquiries Requirements: Provide high-touch administrative support to Financial Advisors; process client transactions, open accounts, use CRM and Excel, communicate with clients across channels, and manage competing priorities. Category: Finance and Accounting Seniority: No Prior Experience Required Tools: Client Relationship Management (CRM) software, Microsoft Excel Commitment: Full Time Workplace: Onsite Languages: English