Registered Client Associate
Raymond James
About this role
Uhler Vertich White Advisors is seeking a Registered Client Service Associate to support daily operations and client interactions within a financial planning practice. The role involves providing administrative and customer service support, managing client documentation, and working closely with financial advisors in a team-oriented environment.
Skills
Qualifications
About Raymond James
rjcapitalmarkets.comN/A
Recent company news
About Raymond James
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Raymond James.
Salary
$40k – $54k
per year