Senior Registered Client Service Associate- Boca Raton, FL
Raymond James & Associates, Inc., Research Division(25 days ago)
About this role
A Registered Client Service Associate at Raymond James provides high-touch administrative and client support to Financial Advisors and their prospective and existing clients. The role acts as a primary point of contact across phone, email, in-person and virtual channels and operates in a fast-paced, client-focused branch environment. It emphasizes organization, client service, and adherence to firm and industry standards.
Required Skills
- Client Service
- Account Onboarding
- Trading Support
- Alternative Investments
- CRM
- Excel
- Reporting
- Communication
- Research
- Compliance
+2 more
Qualifications
- High School Diploma
- SIE
- Series 7
- Series 63
- Series 65
- Series 66
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
View more jobs at Raymond James & Associates, Inc., Research Division →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Raymond James & Associates, Inc., Research Division
Complex Administrative Manager- St. Petersburg, FL
Raymond James & Associates, Inc., Research Division(5 days ago)
Lead Analyst, Trading Technology
Raymond James & Associates, Inc., Research Division(5 days ago)
Registered Client Service Associate, Salaried
Raymond James & Associates, Inc., Research Division(6 days ago)
Financial Advisor Trainee-Chattanooga, TN
Raymond James & Associates, Inc., Research Division(6 days ago)
Similar Jobs
Client Consultant
Jackson(2 months ago)
Client Services Representative - Analyst
CMC Markets(20 days ago)
Copy of Wealth Advisor, Ultra High Net Worth
Bessemer Venture Partners(20 days ago)
Senior Client Service Associate
General Catalyst(2 months ago)
Sr. Client Service Associate
Wealth Enhancement Group(1 month ago)
Customer Service Representative
Hub International(15 days ago)