Financial Client Service Specialist
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Finance & Banking
Banking & Finance, Bank Customer Service, Financial Sales -
Customer Service/HelpDesk
Banking & Finance, Bank Customer Service
Job Description & How to Apply Below
Raymond James & Associates in Boca Raton, FL seeks a Client Service Associate to provide high-quality administrative support to Financial Advisors, clients, and branch staff. The role requires strong communication across channels and the ability to manage numerous tasks with changing priorities in a fast-paced environment.
The ideal candidate will organize and track client information, prepare necessary documents, and assist with marketing events and client service initiatives, contributing to a
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