About this role
Client Service Associate at Raymondjames. Location: The Woodlands, Texas, United States. Role: servicing clients, opening accounts, preparing reports Requirements: Bachelor's degree required; experience with CRM and Microsoft Office; strong communication, client service, and account analysis skills; Series 7 preferred or ability to obtain within 6 months. Category: Customer Service Seniority: Entry Level Tools: Client Relationship Management (CRM) software, Microsoft Office Certifications: series 7 Commitment: Full Time Workplace: Onsite Languages: English