Registered Client Service Associate (Carlsbad, CA)

A Registered Client Service Associate at Raymond James provides high-touch administrative support to Financial Advisors and clients in a fast-paced financial services environment. The role involves managing client accounts, processing transactions, maintaining records using CRM software, and ensuring compliance with industry regulations. Success in this position requires strong communication skills, attention to detail, and the ability to prioritize multitasking assignments while assisting with portfolio rebalancing and investment opportunities.