Registered Client Service Associate - Latham, NY
Raymond James & Associates, Inc., Research Division(6 days ago)
About this role
Raymond James is hiring a Registered Client Service Associate to provide administrative support to Financial Advisors and their clients. The role involves client interaction, account management, and supporting the team with various operational tasks in a fast-paced environment.
Required Skills
- CRM Software
- Financial Reporting
- Client Service
- Account Management
- Microsoft Excel
- Communication
- Scheduling
- Research
- Problem Solving
- Attention to Detail
Qualifications
- High School Diploma or Equivalent
- SIE Certification
- Series 7 License
- Series 63, 65, or 66 License
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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