Registered Client Service Associate - Washington, DC
Raymond James & Associates, Inc., Research Division(4 months ago)
About this role
A Registered Client Service Associate at Raymond James provides high-touch administrative and client-facing support to Financial Advisors and branch staff. The role focuses on client onboarding, account maintenance, and ensuring documentation and processes comply with firm and industry standards. It serves as the primary contact for client interactions across phone, in-person, and virtual channels and supports advisor-driven activities and reporting.
Required Skills
- Client Service
- Account Onboarding
- CRM
- Excel
- Trading
- Compliance
- Communication
- Cash Management
- Reporting
- Problem Solving
+2 more
Qualifications
- High School Diploma
- Securities Industry Essentials (SIE)
- Series 7
- Series 63
- Series 65
- Series 66
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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