Raymond James
Raymond James is seeking a Registered Client Service Associate to provide high-quality administrative support to Financial Advisors, clients, and branch staff. The role involves managing client interactions, onboarding new accounts, processing asset transfers, and maintaining accurate records using CRM software. The ideal candidate will have strong communication skills, attention to detail, and the ability to thrive in a fast-paced environment.
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.
Mswm Fixed Income Advisory Sales Trading Associate New York New York United States Of America
Morgan Stanley
Wealth Management Client Associate
Bank of America
Wealth Management Professional
Goldman Sachs Asset Management
Senior Associate, Client Relationship Manager
Lido Advisors
Financial Advisor
dbhwwealthpartners.com
Service Advisor
dbhwwealthpartners.com