Julia Higdon
Client Service Associate @Raymond James
Louisville, KY, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2025 — Present
Client Service Associate @Raymond James
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Louisville, KY, US
Opens new client accounts at the direction of the Financial Advisor- Maintains accurate files and records pertaining to clients needs in the company CRM system- Interacts with both prospective and existing clients in regard to scheduling of meetings, both in person and virtual- Assist Financial Advisors in the planning of client facing events.
EDUCATION
2019 — 2023
Miami University
Bachelor's degree
ABOUT JULIA HIGDON
A proud Miami Ohio alumni currently living in Louisville, Kentucky with my husband…
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