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Client Services Associate for Financial Advisors
Job in
Birmingham, Oakland County, Michigan, 48012, USA
Listed on 2026-08-11
Listing for:
100 Raymond James & Associates, Inc.
Full Time
position Listed on 2026-08-11
Job specializations:
-
Business
Office Administrator/ Coordinator
Job Description & How to Apply Below
100 Raymond James & Associates, Inc. is seeking a Registered Client Service Associate to support Financial Advisors and clients with high-quality administrative service. You will onboard clients, open accounts, track tasks, and ensure compliance while coordinating communications across multiple platforms.
The role requires attention to detail, strong communication, and the ability to manage changing priorities in a fast-paced environment. Strong knowledge of Excel and CRM systems is preferred.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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