Remote Client Services Associate for Financial Advisors
Remote / Online - Candidates ideally in
Idaho Falls, Bonneville County, Idaho, 83401, USA
Listed on 2026-07-31
Idaho Falls, Bonneville County, Idaho, 83401, USA
Listing for:
100 Raymond James & Associates, Inc.
Remote/Work from Home
position Listed on 2026-07-31
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Office Administrator/ Coordinator
Job Description & How to Apply Below
Raymond James in Idaho is seeking a Client Service Associate to deliver high-touch administrative support to Financial Advisors and clients. You will communicate across phone, email, in-person, and virtual channels while managing multiple tasks with changing priorities.
The role emphasizes accuracy in client transactions, account openings, documentation, and CRM usage, with opportunities to assist marketing efforts and event coordination within a collaborative branch team.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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