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© All Rights Reserved. ApplyBlast.com
Raymond James
A Client Service Associate at Raymond James provides high-touch administrative support to Financial Advisors and clients, handling daily inquiries, account openings, and transaction processing. The role requires organizing complex tasks, preparing reports, and maintaining accurate client documentation within a fast-paced financial services environment. Success in this position depends on strong communication skills and proficiency with CRM software and office technologies.
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.
30% below the average for this role
