Registered Client Service Associate
Raymond James & Associates, Inc., Research Division(3 months ago)
About this role
A Registered Client Service Associate at Raymond James provides high-touch administrative support to Financial Advisors, assisting with client interactions, account onboarding, and documentation management. The role supports branch operations within the financial services environment and involves regular client communication across multiple platforms.
Required Skills
- Client Service
- Account Onboarding
- Account Reconciliation
- CRM
- Excel
- Cash Management
- Trading Terminology
- Compliance
- Report Preparation
- Data Analysis
+5 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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