Raymond James
Raymond James is seeking a dynamic Registered Client Service Associate to provide high-quality administrative support to Financial Advisors, prospective clients, and branch staff. The role involves managing daily interactions, onboarding new clients, processing asset transfers, and preparing financial reports using internal databases and CRM software. Ideal candidates are detail-oriented problem solvers with strong communication skills capable of thriving in a fast-paced, task-oriented 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.
6% above the average for this role
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