Raymond James
Reganess Wealth Management Group is seeking a Registered Client Service Associate to provide exceptional client service and administrative support within a wealth management setting. The role focuses on maintaining client relationships, onboarding new accounts, and ensuring compliance with firm and industry regulations. This position requires strong communication skills and the ability to collaborate effectively with advisors and branch associates.
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
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