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Touch Client Services Specialist Financial Advisors

Job in Oklahoma City, Oklahoma County, Oklahoma, 73116, USA
Listing for: Raymond James Financial, Inc.
Full Time position
Listed on 2026-01-06
Job specializations:
  • Finance & Banking
    Financial Services, Bank Customer Service
Job Description & How to Apply Below
Position: High-Touch Client Services Specialist for Financial Advisors
A leading financial services company in Oklahoma City is seeking a Client Service Associate to provide essential administrative support to Financial Advisors and clients. The candidate should possess effective communication skills and the ability to manage multiple tasks in a fast-paced environment. Responsibilities include processing financial transactions, preparing reports, and engaging in client interactions. The role requires a High School Diploma and preferably one year of experience in the securities industry.
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