Raymond James
A Registered Client Service Associate at Raymond James provides high-touch administrative and client support to Financial Advisors, their prospective and existing clients, and branch staff. The role is the primary point of contact for client interactions, assists with account onboarding, trading support, reporting, and practice efficiency improvements. It requires working in a fast-paced, team-oriented environment while ensuring compliance with firm and industry requirements.
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.
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