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© All Rights Reserved. ApplyBlast.com
Raymond James
A Client Service Associate at Raymond James provides administrative support to Financial Advisors and their clients, managing client interactions, financial transactions, and documentation. The role involves organizing tasks, utilizing CRM software, and maintaining accurate records while supporting marketing efforts and client services.
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.
11% below the average for this role
