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© All Rights Reserved. ApplyBlast.com
Raymond James
A Client Service Associate at Blunt Wealth Services supports Financial Advisors and branch operations by handling daily client inquiries, processing accounts, and preparing reports. The role requires strong administrative and customer service skills to manage documentation, maintain CRM records, and assist with prospecting in a collaborative 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.
14% above the average for this role
