Tara Pfeiffer

Senior Client Relationship Coordinator

Role: Senior Client Relationship Coordinator at Raymond James
Location: New Orleans, LA, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

About Tara Pfeiffer

Seven Years experience in the Financial Industry Life Insurance License Ambassador…

Experience

Senior Client Relationship Coordinator
Raymond James
Jul 2025 — Present · New Orleans, LA, US

Education

The Evergreen State College
Creative Writing and Literature
Burlington College
B.A.

Skills

Budgets
Creative Writing
Hospitality
Team Building
Program Development
Recruitment/Retention
Strategic Planning
Restaurant Management
Full-Cycle Recruiting
Cold Calling
Sales
Public Speaking
Time Management
Entrepreneurship
Leadership
Grant Writing
Public Relations
Blogging
Coaching
Research
Customer Relations
Entrepreneur
Teamwork
Project Management
Sourcing
Fundraising
Facebook
Talent Management
Marketing Strategy
Hiring
Roller Derby
Interviewing
Talent Acquisition
Social Media
Insurance
Customer Service
Social Networking
Process Improvement
Resume Writing
Nonprofits

Contact information

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Work email
•••••@raymondjames.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Raymond James

Financial Services · 20K employees · Founded 1962 · St. Petersburg, Florida, United States

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

raymondjames.com

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