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Senior Virtual Financial Client Services Specialist
Remote / Online - Candidates ideally in
Schenectady, Schenectady County, New York, 12301, USA
Listed on 2026-07-20
Schenectady, Schenectady County, New York, 12301, USA
Listing for:
Raymond James Financial, Inc.
Remote/Work from Home
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Raymond James Financial, Inc. supports financial advisors and their clients by providing proactive, high-quality virtual assistance across phone, email, and in-person channels.
You will handle account maintenance, money movements, report generation, and meeting preparation while coordinating transitions for new clients with care and professionalism. Working remotely with frequent priorities, you will communicate effectively with colleagues and home office teams, using the firm’s technology
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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