Senior Registered Client Service Associate- Coral Gables, FL
Raymond James & Associates, Inc., Research Division(4 months ago)
About this role
A Registered Client Service Associate at Raymond James provides high-touch administrative and client support to Financial Advisors, servicing prospective and existing clients across multiple communication channels. The role supports account maintenance, client onboarding, and practice efficiency initiatives within a financial services branch. It is a mid-level position that requires working independently and collaboratively in a fast-paced environment.
Required Skills
- Client Service
- Trading
- Account Onboarding
- CRM
- Excel
- Reporting
- Compliance
- Spanish
- Communication
- Time Management
Qualifications
- High School Diploma
- SIE
- Series 7
- Series 63
- Series 65
- Series 66
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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