Registered Client Service Associate - Rockville, MD
Raymond James & Associates, Inc., Research Division(2 months ago)
About this role
Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative and client support to Financial Advisors, their prospective and existing clients, and branch staff. The role involves handling client interactions, account onboarding and maintenance, and supporting advisor operations within a fast-paced financial services environment. The position emphasizes client service, regulatory compliance, and accurate operational execution.
Required Skills
- Client Service
- Account Onboarding
- Account Management
- CRM
- Excel
- Communication
- Compliance
- Portfolio Rebalancing
- Cash Management
- Research
+3 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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