Raymond James
A Part-Time Client Service Associate at Evans Financial provides high-volume administrative support and client services to branch office financial advisors. Responsibilities include managing client communications, scheduling meetings, preparing documents, and maintaining records using CRM software. The role requires a detail-oriented individual with strong organizational skills to assist in servicing existing and prospecting for new clients.
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.
24% below the average for this role