Registered Client Relationship Associate
Raymond James & Associates, Inc., Research Division(2 days ago)
About this role
Raymond James is seeking a Registered Client Service Associate to provide administrative support to financial advisors and clients within a financial services environment. The role involves communication, client onboarding, account management, and supporting various client-related activities in a fast-paced setting.
Required Skills
- CRM Software
- Excel
- Communication
- Account Management
- Financial Services
- Customer Service
- Scheduling
- Data Research
- Transaction Processing
- Client Support
Qualifications
- High School Diploma or equivalent
- Series 7
- Series 63, 65 and/or 66
- Securities Industry Essentials Exam (SIE)
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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