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Touch Client Service Associate Financial Advisors
Job in
Winter Park, Orange County, Florida, 32792, USA
Listed on 2026-01-12
Listing for:
Raymond James
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
A financial services firm is seeking a Registered Client Service Associate in Winter Park, FL. The role involves providing high-touch administrative support to financial advisors and clients. Responsibilities include onboarding new clients, managing client accounts, and ensuring compliance with industry regulations. Candidates should have a High School diploma and strong communication skills, as well as previous experience in the securities industry.
This position offers opportunities for professional development in a dynamic setting.
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Position Requirements
10+ Years
work experience
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