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Client Experience Specialist Financial Advisors

Job in Louisville, Jefferson County, Kentucky, 40201, USA
Listing for: Raymond James
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
Position: Client Experience Specialist for Financial Advisors
A leading financial services firm seeks a Registered Client Service Associate to provide essential administrative support to Financial Advisors and clients. The ideal candidate will demonstrate effective communication across multiple platforms and an ability to manage detailed tasks in a fast-paced environment. Responsibilities include processing transactions, opening client accounts, and maintaining documentation. A high school diploma is required, with prior experience preferred.

This role emphasizes customer service and organizational skills.
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