Client Service Associate - Fort Myers, FL
Raymond James
About this role
A Client Service Associate at Raymond James provides high-touch administrative support to financial advisors and their clients, handling client inquiries, scheduling, and account maintenance. The role focuses on accurate processing of client transactions, opening new accounts, preparing reports, and maintaining CRM records. The position supports branch marketing and client-facing events while remaining current on firm and industry policies.
Skills
Qualifications
About Raymond James
rjcapitalmarkets.comN/A
Recent company news
About Raymond James
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
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and employee contacts for Raymond James.
Salary
$47k – $64k
per year