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Client Services Specialist Financial Advisors

Job in Naples, Collier County, Florida, 33939, USA
Listing for: Fwainvest
Full Time position
Listed on 2026-06-04
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 40000 - 60000 USD Yearly USD 40000.00 60000.00 YEAR
Job Description & How to Apply Below
Position: Client Services Specialist for Financial Advisors
Raymond James in Naples, Florida, is seeking a Client Service Associate to provide critical administrative support to Financial Advisors and their clients. This role requires effective communication skills across multiple platforms and the ability to organize detailed tasks in a fast-paced environment. The ideal candidate should have strong knowledge of client services and the securities industry. A background in finance or business is preferred, along with CRM software proficiency.

Join us to grow your career while supporting our clients' financial well-being.
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