Raymond James
A Registered Client Service Associate at Raymond James provides high-touch administrative and client-facing support to financial advisors, prospective clients, and existing clients. The role acts as a primary point of contact for inquiries, assists with account onboarding and maintenance, and helps ensure client information and documentation meet firm and industry requirements. It is an entry-level position at a long-established financial services firm with opportunities for training and professional growth.
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
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