About this role
Client Service Associate at Raymond James. Location: Hallandale Beach, Florida, United States. Role: servicing clients, processing transactions, opening accounts Requirements: Provide high-touch administrative support to financial advisors, service client inquiries, process transactions, open accounts, use CRM and Excel; high attention to detail and communication skills. Category: Finance Seniority: Entry Level Tools: Client Relationship Management (CRM), Microsoft Excel Certifications: sie Commitment: Full Time Workplace: Onsite Languages: English