Registered Client Service Associate (Raleigh, NC)
Raymond James & Associates, Inc., Research Division(1 month ago)
About this role
A Registered Client Service Associate at Raymond James provides high-touch administrative support within a financial services branch, acting as a primary client-facing contact and supporting Financial Advisors. The role focuses on maintaining client records, facilitating client interactions across multiple platforms, and ensuring adherence to firm and industry requirements in a fast-paced environment.
Required Skills
- Client Service
- Account Onboarding
- Account Management
- Cash Management
- CRM Software
- Excel
- Trading
- Compliance
- Communication
- Time Management
+5 more
Qualifications
- High School Diploma
- SIE
- Series 7
- Series 63
- Series 65
- Series 66
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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