Client Services Associate Financial Advisors
Job in
The Woodlands, Montgomery County, Texas, USA
Listed on 2026-09-09
Listing for:
Raymond James Financial, Inc.
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Bank Customer Service, Office Administrator/ Coordinator -
Customer Service/HelpDesk
Bank Customer Service, Office Administrator/ Coordinator
Job Description & How to Apply Below
Raymond James Financial, Inc. in The Woodlands, TX, seeks a motivated Registered Client Service Associate to support financial advisors, clients, and branch staff with high-touch, administrative tasks in a fast-paced environment.
The role requires strong communication, organization, and the ability to manage multiple tasks with changing priorities. Onboarding, account openings, and CRM maintenance are key duties, with emphasis on accuracy and client service.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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