Raymond James & Associates, Inc., Research Division

Registered Client Service Associate

Raymond James & Associates, Inc., Research Division

2 months ago
Oakbrook Terrace, IL
Hybrid
Full Time
Junior
0 applicants
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Raymond James & Associates, Inc., Research Division
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About this role

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.

Skills

Qualifications

High School DiplomaSIESeries 7Series 63Series 65
Raymond James & Associates, Inc., Research Division

About Raymond James & Associates, Inc., Research Division

rjcapitalmarkets.com

N/A

About Raymond James & Associates, Inc., Research Division

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

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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