Client Service Associate (Kirkland, WA)
Raymond James & Associates, Inc., Research Division
About this role
A Client Service Associate at Raymond James provides administrative support to Financial Advisors and clients, handling inquiries, scheduling, account maintenance, and documentation. The role focuses on client interaction, data management, and supporting sales and service efforts within a financial services environment.
Skills
Qualifications
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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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 – $70k
per year
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