Senior Client Service Specialist for Financial Advisors

Raymond James & Associates in Birmingham is seeking a motivated Client Service Associate to provide high-touch administrative support to financial advisors, clients, and branch staff. The role requires clear communication across phone, email, and in-person interactions, with strong organizational skills to manage multiple tasks in a fast-paced environment.

You will open new client accounts, maintain records in our CRM, and help prepare reports and marketing materials.

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