Raymond James · 1 day ago
Client Service Associate
Louisville, KY
Full-time
Onsite
New Grad, Entry Level
0+ years expRaymond James is a financial services firm, and they are seeking a Client Service Associate to provide standard client service activities and manage simple client inquiries. The role involves maintaining appointment calendars, greeting clients, and ensuring compliance with established standards.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Carry out standard client service activities and handle simple client inquiries
Maintain appointment calendars and reserve meeting rooms, following detailed instructions to arrange business meetings efficiently
Greet clients (on incoming calls or in store) and engage them in conversation to build rapport
Assess compliance with established standards and protocols for parts of routine inquiries
Use standard office software to carry out basic formatting of letters, memoranda, and routine reports
Qualification
Required
High School (HS) (Required)
General Experience - 0 to 3 months
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
James Sickling
COO - Fixed Income
Eric Lauzon
SVP Growth & Development, Private Client Group
Recent News
TradingView
2025-12-16
Company data provided by crunchbase