Support Specialist Financial Advisors
Job in
Naples, Collier County, Florida, 33939, USA
Listed on 2026-01-24
Listing for:
Raymond James
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor, Accounting & Finance
Job Description & How to Apply Below
A prominent financial services firm in Florida seeks an individual to provide support to Financial Advisors and assist with client relations. Responsibilities include client onboarding, managing information and documentation, processing asset transfers, and ensuring compliance with industry regulations. Excellent communication skills and a high school diploma are required, with prior experience in the securities industry preferred. Join a firm that values integrity and client service in a dynamic work environment.
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