Registered Client Service Associate- Destin, FL
Raymond James & Associates, Inc., Research Division(8 days ago)
About this role
The role supports financial advisors and clients by providing administrative and client service functions in a fast-paced financial services environment. It involves managing client interactions, onboarding, account processing, and assisting with marketing and reporting tasks.
Required Skills
- CRM
- Excel
- Communication
- Organization
- Financial Analysis
- Customer Service
- Account Management
- Data Research
- Scheduling
- Problem Solving
Qualifications
- High School Diploma or equivalent
- Series 7 License
- Series 63, 65 or 66 Licenses
- Securities Industry Essentials Exam (SIE)
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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