Registered Client Service Associate -Columbia, SC
Raymond James & Associates, Inc., Research Division(1 month ago)
About this role
A Registered Client Service Associate at Raymond James provides high-touch administrative support to Financial Advisors, prospective and existing clients, and branch team members. The role emphasizes strong communication across multiple channels and the ability to manage multiple detailed tasks in a fast-paced, client-focused environment. The position supports firm operations and client relationships while adhering to industry policies and procedures.
Required Skills
- Communication
- CRM
- Excel
- Client Onboarding
- Account Processing
- Asset Transfers
- Cash Management
- Reporting
- Trading Terminology
- Time Management
+4 more
Qualifications
- High School Diploma
- Securities Industry Essentials (SIE)
- Series 7
- Series 63
- Series 65
- Series 66
- FINRA AG
- FINRA GS
- FINRA RA
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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