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Financial Client Services Specialist

Job in Cedar Rapids, Linn County, Iowa, 52404, USA
Listing for: Raymond James Financial, Inc.
Full Time position
Listed on 2026-01-06
Job specializations:
  • Finance & Banking
    Financial Services
Job Description & How to Apply Below
A financial services firm in Cedar Rapids is looking for a Client Service Associate. The role demands a motivated and detail-oriented individual who excels at providing high-touch administrative support to financial advisors and clients. Responsibilities include onboarding new clients, monitoring investments, and ensuring compliance with industry regulations. Ideal candidates possess strong communication skills and the ability to manage multiple priorities in a fast-paced environment.

This position offers the chance to work closely within a dynamic team.
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