Registered Client Service Associate
Raymond James & Associates, Inc., Research Division(1 month ago)
About this role
A Registered Client Service Associate at Raymond James is a client-facing administrative role within the firm's wealth management organization supporting Financial Advisors and branch staff. The position is part of a long-established financial services firm and focuses on delivering high-quality client support across multiple interaction channels. It is an entry-level role with opportunities for professional development and training.
Required Skills
- CRM Software
- Excel
- Communication
- Client Onboarding
- Account Transfers
- Cash Management
- Reporting
- Trading Terminology
- Research
- Time Management
+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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