Raymond James
The Client Service Associate provides proactive administrative support to financial advisors, handling high‑volume client interactions, account opening, document processing, and reporting. The role requires strong organization, communication, and the ability to manage multiple tasks in a fast‑paced 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.
34% below the average for this role