Raymond James is seeking a dedicated support professional to assist financial advisors and clients across multiple platforms. You will manage account maintenance, prepare for client meetings, run reports, and address inquiries with a focus on timely, high-quality service.
The role requires strong communication, advanced Excel skills, and the ability to manage multiple tasks in a fast-paced environment. Remote work availability may be offered as part of this position.
#J-18808-LjbffrSenior Virtual Client Service Associate Remote Finance Support in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.