Raymond James
McLinden Financial is seeking a Client Service Associate to provide administrative support to financial advisors and branch offices. The role involves servicing daily client inquiries, opening new accounts, processing transactions, and maintaining accurate client records using CRM software. Candidates must be detail-oriented, professional, and capable of working both independently and within a dynamic team environment.
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.
23% below the average for this role
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