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Elite Client Relationship & Servicing Advisor

Job in Bedminster, Somerset County, New Jersey, 07921, USA
Listing for: Raymond James
Full Time position
Listed on 2026-07-01
Job specializations:
  • Business
    Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below
Location: Bedminster

Raymond James is seeking a Service Advisor to manage client relationships and ensure satisfaction. This role focuses on high-touch service without new business prospecting, aiding in client retention and firm growth.

The ideal candidate will proactively manage relationships, conduct regular reviews, and handle detailed administrative work. Licenses such as SIE and Series 7 are required, along with expertise in CRM software and effective communication.

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