Client Services Associate - Financial Advisory
Listed on 2026-10-06
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Finance & Banking
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Customer Service/HelpDesk
Raymond James is seeking a dynamic Client Service Associate in Salt Lake City to provide high-touch administrative support to Financial Advisors, clients, and branch staff. You will manage inquiries, process transactions, and coordinate meetings while maintaining CRM records and client documentation.
The role requires strong communication, organization, and knowledge of securities industry practices, with a focus on accuracy and customer service in a fast-paced environment.
The Client Services Associate
- Financial Advisory Support position in the Sales field is open for applications.
We are looking to fill the Client Services Associate
- Financial Advisory Support position at Raymond James in Salt Lake City, UT, United States.
The Client Services Associate
- Financial Advisory Support role at Raymond James is now open for applications in Salt Lake City, UT, United States.
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