Registered Client Service Associate
Raymond James & Associates, Inc., Research Division(6 months ago)
About this role
A Registered Client Service Associate at Raymond James provides high-touch administrative and operational support to Financial Advisors and their clients. The role focuses on client interaction across multiple channels, account onboarding and documentation, and supporting reporting and branch office operations within the financial services practice.
Required Skills
- CRM
- Excel
- Communication
- Trading Terminology
- Investment Concepts
- Client Onboarding
- Asset Transfer
- Cash Management
- Report Preparation
- Time Management
+2 more
Qualifications
- High School Diploma
- Securities Industry Essentials (SIE)
- Series 7
- Series 63
- Series 65
- Series 66
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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