Senior Registered Client Service Associate (San Jose, CA)
Raymond James & Associates, Inc., Research Division(1 month ago)
About this role
A Registered Client Service Associate at Raymond James supports Financial Advisors and their clients within the firm's financial services practice. The role requires industry experience, strong organizational and communication abilities, and participation as part of a branch team at a firm with a long history in financial services.
Required Skills
- Client Service
- Account Onboarding
- Trading
- Model Maintenance
- Alternative Investments
- Foreign Accounts
- CRM
- Excel
- Reporting
- Compliance
+2 more
Qualifications
- High School Diploma
- SIE
- Series 7
- Series 63
- Series 65
- Series 66
- State Securities Registration
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(4 days ago)
Lead Analyst, Trading Technology
Raymond James & Associates, Inc., Research Division(4 days ago)
Registered Client Service Associate, Salaried
Raymond James & Associates, Inc., Research Division(5 days ago)
Financial Advisor Trainee-Chattanooga, TN
Raymond James & Associates, Inc., Research Division(5 days ago)
Similar Jobs
Client Service Associate
Wealth Enhancement Group(1 month ago)
Sr. Client Service Associate
Wealth Enhancement Group(1 month ago)
Blackstone Private Wealth – Client Services, Analyst
Blackstone(1 month ago)
Client Service Associate
LPL Financial(2 months ago)
Wealth Advisor (San Francisco, CA)
Mercer Advisors(13 days ago)
Trading Srvcs Cons (S7//24/S63) - Hybrid
Northwestern Mutual(26 days ago)