Raymond James
Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and branch staff. The role involves managing client inquiries, onboarding new accounts, processing asset transfers, and maintaining records using CRM software and financial databases. This dynamic position requires strong organizational skills to handle multiple tasks and deadlines in a fast-paced financial services environment.
N/A
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Raymond James.
24% above the average for this role