About this role
Client Service Associate (Kirkland, WA) at Raymondjames. Location: Kirkland, Washington, United States. Role: servicing clients, processing transactions, opening accounts Requirements: Provide high-touch administrative support to financial advisors, manage client interactions, process transactions, open accounts, and prepare reports; CRM and Excel proficiency required; high school diploma required. Category: Finance Seniority: Entry Level Tools: Client Relationship Management (CRM) software, Microsoft Excel Commitment: Full Time Workplace: Onsite Languages: English