Client Service Associate
Raymond James Financial, Inc.
Fremont, Newaygo County$43,692 - $43,692 est.Full-timePosted 4 days ago
Essential Duties and Responsibilities Service daily client inquiries over the phone, online, and in-person, including scheduling meetings, managing calendars, and greeting clients Work both independently and within a team environment to provide administrative support to the financial advisors and branch office Open new client accounts, process money movement, and research information as needed Ensure client paperwork and documentation is accurate prior to submission and processing Follow up…
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