Senior Registered Client Service Associate
Raymond James & Associates, Inc., Research Division(20 days ago)
About this role
Raymond James is seeking a detail-oriented Registered Client Service Associate to provide administrative support to Financial Advisors and clients. The role involves managing client interactions, account setup, trading, reporting, and supporting marketing efforts in a fast-paced environment.
Required Skills
- Excel
- CRM
- Communication
- Organization
- Trading
- Client Management
- Reporting
- Investment Concepts
- Account Management
- Customer Service
Qualifications
- High School Diploma
- 5 years financial services experience
- SIE
- Series 7
- Series 63, 65 or 66
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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