Registered Client Service Associate- Coral Gables, FL
Raymond James & Associates, Inc., Research Division(3 months ago)
About this role
A Registered Client Service Associate at Raymond James provides high-touch administrative and client-facing support to Financial Advisors, serving as a primary contact for prospective and existing clients and branch staff. The role supports client account activity, documentation, and compliance-related processes within a fast-paced financial services environment. The position typically requires securities licensing and bilingual Spanish ability.
Required Skills
- Communication
- Client Onboarding
- Account Opening
- CRM
- Excel
- Cash Management
- Portfolio Rebalancing
- Trading
- Compliance
- Time Management
+2 more
Qualifications
- High School Diploma
- Securities Industry Essentials (SIE)
- Series 7
- Series 63
- Series 65
- Series 66
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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