Bison Wealth Planners | Raymond James · 1 week ago
Client Service Associate
Chelsea, MI
Full-time
Onsite
New Grad, Entry LevelBison Wealth Planners operates as an independent business affiliated with Raymond James Financial Services, Inc. They are seeking a Client Service Associate to assist clients with inquiries and provide exceptional customer service while supporting financial advisors.
Financial Services
Hiring Manager
Andy Kellogg, MPAS®
Responsibilities
Assisting clients with inquiries
Providing exceptional customer service
Supporting financial advisors with administrative tasks
Ensuring accurate documentation
Facilitating client communication
Supporting client account management to foster strong client relationships
Qualification
Required
Skills in Client Services, Customer Service, and Customer Support
Strong Communication skills with the ability to address inquiries effectively
Knowledge or experience in Finance, with a focus on investment or financial services
Highly organized with attention to detail and problem-solving abilities
Proficiency with office software and technology tools
Ability to work collaboratively in an on-site environment in Chelsea, MI
Preferred
Previous experience in the financial services industry is a plus
Associate or Bachelor's degree in Business, Finance, or related field preferred
Company
Bison Wealth Planners | Raymond James
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase