Financial Services Client Success Associate
Job in
Nashville, Davidson County, Tennessee, 37247, USA
Listed on 2026-08-25
Listing for:
raymondjames
Full Time
position Listed on 2026-08-25
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Raymond James is seeking a Registered Client Service Associate to support Financial Advisors, their prospective and existing clients, and branch staff. This role requires excellent communication across phone, email, in-person and virtual channels, and the ability to organize, manage and track multiple tasks in a fast-paced environment.
The successful candidate will onboard new clients, open accounts, review accounts and documentation, prepare financial reports, and assist with client events and
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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