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Client Services Specialist Financial Advisors

Job in Melbourne, Brevard County, Florida, 32935, USA
Listing for: Raymond James Financial, Inc.
Full Time position
Listed on 2026-05-17
Job specializations:
  • Finance & Banking
  • Administrative/Clerical
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Client Services Specialist for Financial Advisors
Raymond James Financial, Inc. is seeking a Client Service Associate in Melbourne, Florida. The ideal candidate will provide high-level administrative support to financial advisors and their clients. Responsibilities include managing client transactions, preparing reports, assisting in marketing efforts, and maintaining CRM records. The role requires strong communication skills and the ability to prioritize tasks in a dynamic and fast-paced environment.

A high school diploma and experience in the financial services industry are preferred.
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