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Finance Client Services Associate - CRM & Admin Support

Job in Fargo, Cass County, North Dakota, 58126, USA
Listing for: Raymond James Financial, Inc.
Full Time position
Listed on 2026-03-01
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep
  • Administrative/Clerical
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Fargo is seeking a candidate to manage client inquiries and provide administrative support to financial advisors. This role involves opening new client accounts, preparing vital documentation, and ensuring that all interactions meet a high standard of customer service. Ideal candidates will have effective communication skills, experience with CRM software, and the ability to thrive in a fast-paced environment while handling multiple tasks efficiently.
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Position Requirements
10+ Years work experience
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