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© All Rights Reserved. ApplyBlast.com
Raymond James
This role involves executing standard and specialized banking transactions, including managing fee adjustments, billing discrepancies, and account payables/receivables within a wealth management environment. Candidates will research complex transactional issues, calculate Financial Advisor compensation, and maintain accurate records while collaborating with operations and compliance teams. The position requires independent problem-solving to resolve client and Financial Advisor inquiries regarding management fees and account adjustments.
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.
13% above the average for this role
