Client Services Specialist Financial Advisors
Listed on 2026-10-06
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Finance & Banking
Bank Customer Service, Financial Sales, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
Raymond James & Associates, Inc. seeks a Registered Client Service Associate to support Financial Advisors and their clients and to provide essential administrative support across phone, email, in-person, and virtual channels.
The role emphasizes onboarding clients, opening accounts, maintaining CRM data, processing asset transfers, and preparing reports in a fast-paced branch environment with a strong focus on accuracy and client service.
Are you ready to take on the Client Services Specialist for Financial Advisors role at 100 Raymond James & Associates, Inc.?
Join us at 100 Raymond James & Associates, Inc. as our next Client Services Specialist for Financial Advisors in Bedford, NH, United States.
We are currently recruiting a Client Services Specialist for Financial Advisors for our team in Bedford, NH, United States.
This is an excellent opportunity to take on the Client Services Specialist for Financial Advisors role at 100 Raymond James & Associates, Inc.
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