Senior Client Service Associate – Financial Advisory
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-01-02
Listing for:
Raymond James Financial, Inc.
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A leading financial services firm in Boca Raton is searching for a Registered Client Service Associate to provide exceptional support to Financial Advisors and clients. This role involves handling client inquiries, managing client onboarding, and collaborating with advisors on investment strategies. Ideal candidates will have strong communication skills and a background in financial services. This position offers an opportunity to thrive in a dynamic work setting and support a team committed to client success.
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Position Requirements
10+ Years
work experience
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