Raymond James
A Client Relationship Manager at Thakar Financial LLC focuses on maintaining high-quality service for clients by managing relationships, addressing needs, and ensuring compliance. The role involves communication, documentation, and coordination with financial advisors to support client goals and satisfaction.
N/A
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Raymond James.
Raymond James didn’t post a salary, so this is our estimate from similar listings.
40% above the average for this role
Senior Associate, Client Relationship Manager
Lido Advisors
Registered Client Relationship Analyst
Morgan Stanley
Registered Client Relationship Analyst
Morgan Stanley
Wealth Management Client Associate
Bank of America
Registered Client Relationship Analyst
Morgan Stanley
Registered Client Relationship Analyst
Morgan Stanley