Raymond James & Associates, Inc., Research Division

Senior Registered Client Service Associate- Boca Raton, FL

Raymond James & Associates, Inc., Research Division(3 months ago)

United States, Boca Raton, FLOnsiteFull TimeMedior$77,474 - $104,461 (estimated)Wealth Management
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About this role

A Registered Client Service Associate at Raymond James is a member of the advisor support team within a wealth management branch, helping enable advisor practices and client engagement. The position is part of the firm's financial services operations and requires relevant industry registrations and prior financial services experience.

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Required Skills

  • Client Service
  • Communication
  • CRM
  • Excel
  • Trading
  • Account Onboarding
  • Reporting
  • Compliance
  • Teamwork
  • Time Management

+2 more

Qualifications

  • High School Diploma
  • Securities Industry Essentials (SIE)
  • Series 7
  • Series 63
  • Series 65
  • Series 66

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