Raymond James
The Registered Client Service Associate provides high‑touch administrative support to financial advisors, prospective and existing clients, and branch staff. The role involves managing client interactions, onboarding new accounts, processing transactions, and preparing materials for client meetings while ensuring compliance with firm and industry regulations.
N/A
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Raymond James.
Raymond James didn’t post a salary, so this is our estimate from similar listings.
13% below the average for this role
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