Raymond James & Associates, Inc., Research Division

Registered Client Service Associate - Greenwich, CT

Raymond James & Associates, Inc., Research Division(21 days ago)

Greenwich, CT, United StatesOnsiteFull TimeJunior$45,000 - $85,000Finance/Client Services
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About this role

Raymond James seeks a detail-oriented Registered Client Service Associate to provide administrative support to Financial Advisors and clients in a fast-paced environment. The role involves client interactions, account management, and supporting sales and marketing efforts, contributing to the firm's client-focused culture.

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Required Skills

  • CRM Software
  • Excel
  • Customer Service
  • Financial Markets
  • Account Management
  • Scheduling
  • Communication
  • Problem Solving
  • Documentation
  • Teamwork

Qualifications

  • High School Diploma
  • SIE
  • Series 7
  • Series 63
  • Series 65
  • Series 66

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