Client Services Associate Financial Planning
Job in
Grand Rapids, Kent County, Michigan, 49528, USA
Listed on 2026-01-20
Listing for:
Raymond James Financial, Inc.
Full Time
position Listed on 2026-01-20
Job specializations:
-
Finance & Banking
-
Administrative/Clerical
Job Description & How to Apply Below
A financial services firm seeks a proactive individual for administrative support, handling client inquiries and account management. Responsibilities include assisting financial advisors, processing paperwork, and preparing reports. Ideal candidates will possess strong communication skills, knowledge of CRM software, and a preferred Bachelor's degree. The position is located in Grand Rapids, Michigan, offering a dynamic work environment focused on client service.
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Position Requirements
10+ Years
work experience
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