Client Experience Specialist - Financial Planning
Job in
Belmont, Kent County, Michigan, 49306, USA
Listed on 2026-02-05
Listing for:
Raymond James
Full Time
position Listed on 2026-02-05
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A financial advisory firm is looking for a highly organized Client Service Associate to support financial advisors and enhance client experience. This role involves managing client inquiries, ensuring accurate documentation, and providing exceptional administrative support in a fast-paced environment. Candidates should possess strong communication skills, proficiency in CRM software, and preferably a bachelor's degree. Previous experience in client relations and a commitment to service excellence are essential.
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