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Senior Client Service Associate — Financial Advisory Ops

Job in Cape Coral, Lee County, Florida, 33990, USA
Listing for: 100 Raymond James & Associates, Inc.
Full Time position
Listed on 2026-06-20
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below

100 Raymond James & Associates, Inc. is looking for a Registered Client Service Associate in Florida. This role involves providing high-quality administrative support to Financial Advisors and their clients. You will manage client onboarding, assist with trading, and create reports to improve team efficiency.

The ideal candidate should have five years of industry experience, a high school diploma, and proficiency in CRM tools and advanced Excel. A competitive salary and comprehensive benefits package await the successful candidate.

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Position Requirements
10+ Years work experience
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