Touch Client Services Specialist Financial Advisors
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-01-11
Listing for:
Raymond James Financial, Inc.
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A leading financial services firm is seeking a Client Service Associate in Seattle. This role demands exceptional organizational and communication skills to provide support to financial advisors and their clients. Responsibilities include processing transactions, managing accounts, and assisting in marketing efforts. Ideal candidates will possess a high school diploma and relevant experience in a fast-paced environment, with proficiency in CRM software and Excel.
Join us to help enrich client relationships and contribute to exceptional service.
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