Raymond James
The Client Services Representative – Servicing supports all client requests within the Private Bank Service Team, collaborating closely with the Sales organization, Portfolio Management, and various internal and external partners. This role focuses on providing customized solutions and a premier client experience across all engagements. The position also involves working with operations teams to enhance processes and actively participating in assigned projects.
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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and employee contacts for Raymond James.
Raymond James didn’t post a salary, so this is our estimate from similar listings.
Right around the average for this role