Raymond James & Associates, Inc., Research Division

Registered Client Service Associate

Raymond James & Associates, Inc., Research Division(1 day ago)

Saint Louis, MissouriOnsiteFull TimeJunior$40,000 - $56,000Financial Services
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About this role

Raymond James is looking for a motivated and detailed-oriented Registered Client Service Associate to support Financial Advisors and clients. The role includes providing administrative support, client onboarding, and managing client information in a fast-paced financial services environment.

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Required Skills

  • CRM Software
  • Financial Reporting
  • Client Service
  • Account Management
  • Microsoft Excel
  • Investment Concepts
  • Communication Skills
  • Problem Solving
  • Time Management
  • Customer Service

Qualifications

  • High School Diploma
  • Series 7 License
  • Series 63 License
  • Series 65 License
  • Securities Industry Essentials Exam (SIE)

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