Registered Client Service Associate
Raymond James & Associates, Inc., Research Division(3 months ago)
About this role
A Registered Client Service Associate at Raymond James supports Financial Advisors and their clients within a well-established financial services firm. The role centers on delivering high-touch client service and administrative support in a compliance-focused, fast-paced branch environment. It involves frequent client interaction across multiple platforms and contributes to overall client experience and office efficiency.
Required Skills
- CRM
- Excel
- Communication
- Client Onboarding
- Account Reconciliation
- Cash Management
- Reporting
- Trading Terminology
- Investment Concepts
- Time Management
+1 more
Qualifications
- High School Diploma
- SIE
- Series 7
- Series 63
- Series 65
- Series 66
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
View more jobs at Raymond James & Associates, Inc., Research Division →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Raymond James & Associates, Inc., Research Division
Complex Administrative Manager- St. Petersburg, FL
Raymond James & Associates, Inc., Research Division(4 days ago)
Lead Analyst, Trading Technology
Raymond James & Associates, Inc., Research Division(4 days ago)
Registered Client Service Associate, Salaried
Raymond James & Associates, Inc., Research Division(5 days ago)
Financial Advisor Trainee-Chattanooga, TN
Raymond James & Associates, Inc., Research Division(5 days ago)
Similar Jobs
Client Consultant
Jackson(2 months ago)
Client Specialist I
Simmons Bank(6 months ago)
Internal Sales Specialist | Investment Strategy
Wealth Enhancement Group(17 days ago)
Registered Client Service Associate - Paramus, NJ
LPL Financial(26 days ago)
Client Services Associate - Waterworth Wealth Advisors
Kestra Financial Independent Advisor(3 years ago)
Registered Associate II
Northern Trust(4 months ago)