Raymond James
Raymond James is seeking a dynamic Client Service Associate to provide high-quality administrative support to Financial Advisors, prospective and existing clients, and branch staff. This role involves managing client interactions, processing financial transactions, and maintaining accurate records using CRM software. The ideal candidate will demonstrate strong organizational skills, effective communication across multiple platforms, and the ability to thrive 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
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