Financial Client Services Specialist
Listed on 2026-10-07
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Finance & Banking
Bank Customer Service, Financial Sales, Banking & Finance, Financial Services
Prevender Financial Services, LLC is seeking a Client Service Associate to support financial advisors and enhance client experiences. You will handle client inquiries, account information, scheduling, and onboarding tasks using CRM software and MS 365.
The role requires strong organization, excellent communication, and the ability to manage multiple priorities in a fast-paced environment. Five or more years in financial services with licenses such as SIE or Series 7/66 are preferred.
This posting is for the Financial Client Services Specialist role at 130 Raymond James Financial Services, Inc., based in Albuquerque, NM, United States.
Join 130 Raymond James Financial Services, Inc. and contribute to our ongoing work.
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We are looking to fill the Financial Client Services Specialist position at 130 Raymond James Financial Services, Inc. in Albuquerque, NM, United States.
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