Client Service Associate (Beverly Hills, CA)
Raymond James & Associates, Inc., Research Division
About this role
A Client Service Associate at Raymond James provides administrative and client-facing support to Financial Advisors within the firm's Financial Services business. The position serves as a primary contact for prospective and existing clients across multiple channels and helps maintain client records and branch reporting. This is an entry-level role focused on supporting the firm's client-first culture and operational needs.
Skills
Qualifications
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
Recent company news
About Raymond James & Associates, Inc., Research Division
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Raymond James & Associates, Inc., Research Division.
Salary
$45k – $80k
per year
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