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Client Services Associate - Financial Advisor Support

Job in Colorado Springs, El Paso County, Colorado, 80509, USA
Listing for: Raymond James Financial, Inc.
Full Time position
Listed on 2026-08-31
Job specializations:
  • Finance & Banking
    Bank Customer Service, Office Administrator/ Coordinator
  • Customer Service/HelpDesk
    Bank Customer Service, Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 37500 - 45000 USD Yearly USD 37500.00 45000.00 YEAR
Job Description & How to Apply Below

Raymond James Financial, Inc. in Colorado Springs seeks a Client Service Associate to support Financial Advisors and clients with high-quality administrative service.

You will manage multiple tasks, process transactions, and maintain client information with accuracy in a fast-paced branch environment. The role emphasizes strong communication across phone, email, in-person, and virtual channels, along with CRM and Excel proficiency.

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Position Requirements
10+ Years work experience
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