Raymond James
A Registered Client Service Associate at Raymond James provides high-touch administrative support to Financial Advisors, assisting with client onboarding, account maintenance, and data entry. The role involves managing daily inquiries, processing asset transfers, preparing financial reports, and ensuring client documentation complies with firm and industry regulations. Candidates will utilize various platforms to engage clients and support branch staff in a fast-paced 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.
12% below the average for this role
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