Raymond James & Associates, Inc., Research Division

Registered Client Service Associate-Cottonwood Heights, UT

Raymond James & Associates, Inc., Research Division(3 months ago)

Cottonwood Heights, UT, United StatesOnsiteFull TimeJunior$48,534 - $65,568 (estimated)Wealth Management
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About this role

A Registered Client Service Associate at Raymond James is an entry-level, client-facing role within a long-established financial services firm. The position sits on a branch team that supports Financial Advisors and emphasizes client-focused service, adherence to firm values, and ongoing professional development in the securities industry.

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Required Skills

  • Client Service
  • Account Onboarding
  • CRM
  • Excel
  • Trading
  • Asset Transfers
  • Cash Management
  • Report Preparation
  • Communication
  • Time Management

+4 more

Qualifications

  • High School Diploma
  • SIE (FINRA)
  • Series 7 (FINRA)
  • Series 63 (FINRA)
  • Series 65 (FINRA)
  • Series 66 (FINRA)

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