Client Service Associate- Peoria, IL
Raymond James & Associates, Inc., Research Division
About this role
A Client Service Associate at Raymond James provides high-touch administrative and client-facing support to financial advisors and branch staff. The role involves managing client interactions across phone, email, in-person and virtual channels, maintaining client records and documentation, and assisting with account openings and transaction processing. This position is detail-oriented, client-focused, and operates in a fast-paced, team-based financial services environment.
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 – $55k
per year
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