Client Service Associate (Tuscaloosa, AL)
Raymond James
About this role
A Client Service Associate at Raymond James provides high-touch administrative support to Financial Advisors and assists prospective and existing clients. The role involves managing client interactions across phone, in-person, and virtual channels, maintaining client records, and handling account openings and transaction processing. The position supports branch operations and contributes to client servicing and advisor marketing efforts.
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Raymond James.
Salary
$48k – $65k
per year
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