Registered Client Service Associate
Raymond James & Associates, Inc., Research Division(28 days ago)
About this role
A Registered Client Service Associate at Raymond James supports financial advisors and their clients by providing high-touch administrative and operational assistance within a branch environment. The role is client-facing and focused on ensuring accurate client documentation and smooth branch operations. It sits within a collaborative team at a long-established financial services firm.
Required Skills
- Client Service
- Account Opening
- Cash Management
- CRM
- Excel
- Trading Terminology
- Portfolio Rebalancing
- Corporate Actions
- Administrative Support
- Communication
+1 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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