Raymond James
A Registered Client Service Associate at Raymond James provides high-touch administrative support to Financial Advisors and their clients, serving as a primary client contact across phone, email, in-person, and virtual channels. The role operates in a fast-paced, task-oriented environment requiring organization and the ability to manage multiple detailed assignments and changing priorities. It supports client onboarding, account maintenance, and the preparation of materials to enable advisor activities and client interactions.
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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and employee contacts for Raymond James.
Raymond James didn’t post a salary, so this is our estimate from similar listings.
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