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Client Services Associate - Financial Advisory
Job in
Winston-Salem, Forsyth County, North Carolina, 27104, USA
Listed on 2026-01-23
Listing for:
Raymond James
Full Time
position Listed on 2026-01-23
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
A financial services firm seeks a motivated Registered Client Service Associate in Winston-Salem to provide administrative support to financial advisors and clients. Responsibilities include client interactions, managing onboarding processes, and assisting with marketing efforts. Ideal candidates will possess strong communication skills and at least five years in the financial services sector. A supportive, client-focused environment promotes professional growth within the firm.
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Position Requirements
10+ Years
work experience
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