Client Service Specialist – Financial Advisor Support

Company: Aplaro Ltd
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Job Description:

Raymond James is seeking a Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires strong communication skills across phone, email, in-person, and virtual platforms, with the ability to manage multiple tasks and deadlines in a fast-paced environment.

The ideal candidate will organize, research and process client information, prepare required documents, and maintain CRM records while supporting marketing efforts and

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Posted: July 31st, 2026