Registered Client Service Associate-Winston Salem, 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 and client-facing support to financial advisors and their clients within a branch environment. The role emphasizes delivering consistent client interactions across multiple platforms while upholding firm standards and regulatory requirements. It contributes to the overall client experience and operational effectiveness of the branch.
Required Skills
- CRM
- Excel
- Trading Terminology
- Compliance
- Client Onboarding
- Reporting
- Research
- Communication
- Time Management
- Problem Solving
+4 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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