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Senior Remote Client Services Specialist
Remote / Online - Candidates ideally in
Concord, Cabarrus County, North Carolina, 28027, USA
Listed on 2026-08-17
Concord, Cabarrus County, North Carolina, 28027, USA
Listing for:
100 Raymond James & Associates, Inc.
Remote/Work from Home
position Listed on 2026-08-17
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep
Job Description & How to Apply Below
Raymond James & Associates, Inc. seeks an experienced support professional to assist financial advisors and clients in a remote, fast-paced environment. You will manage accounts, prepare reports, and coordinate client onboarding with other teams.
The role emphasizes proactive communication, accuracy, and mastery of Microsoft Office and CRM tools, with a focus on timely responses and high-quality service across phone, email, and virtual channels.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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