Client Support Specialist Financial Advisors
Job in
Raleigh, Wake County, North Carolina, 27601, USA
Listed on 2026-01-25
Listing for:
Raymond James
Full Time
position Listed on 2026-01-25
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A leading financial services firm in Raleigh, North Carolina is seeking a Client Support Specialist to provide proactive support to financial advisors. The role involves managing client accounts, preparing reports, and ensuring documentation accuracy. Ideal candidates should have a High School Diploma, a minimum of three years in the financial services industry, and strong skills in CRM software and communication.
This position emphasizes teamwork and customer service in a dynamic environment.
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