Registered Client Service Associate (Century City, CA)
Raymond James & Associates, Inc., Research Division(17 days ago)
About this role
A Registered Client Service Associate at Raymond James provides administrative support to financial advisors and clients, handling client inquiries, account onboarding, research, documentation, reporting, and portfolio rebalancing. The role involves effective communication, managing multiple tasks, and supporting client service and marketing efforts in a fast-paced environment.
Required Skills
- CRM Software
- Financial Markets
- Investment Concepts
- Customer Service
- Account Management
- Communication
- Excel
- Data Research
- Portfolio Management
- Time Management
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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