Senior Financial Services Client Success Specialist
Listed on 2026-10-13
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Finance & Banking
Banking & Finance, Financial Sales -
Customer Service/HelpDesk
Banking & Finance
Raymond James is seeking a dynamic Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role emphasizes effective communication across phone, email, in-person, and virtual channels, with strong organizational skills for handling multiple tasks in a fast-paced environment.
The ideal candidate has 3+ years in financial services, experience with CRM systems and Excel reporting, and a proactive approach to ensuring accurate
We are seeking a motivated Senior Financial Services Client Success Specialist to join Raymond James in Portland, OR, United States.
Consider building your career as a Senior Financial Services Client Success Specialist at Raymond James.
The Senior Financial Services Client Success Specialist position in the Management & Operations, Sales field is open for applications.
We have an opening for a Senior Financial Services Client Success Specialist in Portland, OR, United States within Management & Operations, Sales.
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