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Senior Client Service & Onboarding Specialist
Job in
Vero Beach, Indian River County, Florida, 32966, USA
Listed on 2026-09-06
Listing for:
Raymond James
Full Time
position Listed on 2026-09-06
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator
Job Description & How to Apply Below
Raymond James is seeking a Registered Client Service Associate to support Financial Advisors and clients with high-quality administrative assistance. The role emphasizes effective multi-channel communication and meticulous task management in a fast-paced setting.
The successful candidate will assist with onboarding, client issues, reports, account setups, and meetings, while maintaining compliance with firm policies and industry regulations. A strong service mindset is essential.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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