Licensed Client Service Associate – Financial Advisory
Job in
Columbia, Lexington County, South Carolina, 29228, USA
Listed on 2026-01-12
Listing for:
Raymond James
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services, Bank Customer Service
Job Description & How to Apply Below
A financial services firm in Columbia, SC, is seeking a Registered Client Service Associate to provide exceptional support to financial advisors and clients. Responsibilities include managing client inquiries, onboarding new clients, and preparing financial reports. The ideal candidate will have a high school diploma, one year of relevant experience, and necessary licenses such as SIE and Series
7. Join us to thrive in a dynamic, supportive environment focused on customer service and skill development.
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Position Requirements
10+ Years
work experience
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