Raymond James
A Registered Client Service Associate at Raymond James provides high-touch administrative support to financial advisors and clients within a fast-paced environment. The role involves managing client accounts, processing transactions, preparing financial reports, and serving as the primary point of contact for inquiries across multiple platforms. Success in this position requires strong organizational skills, proficiency with CRM software and financial tools, and the ability to handle detailed tasks with changing priorities.
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.
Raymond James didn’t post a salary, so this is our estimate from similar listings.
24% below the average for this role
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