Sr. Registered Client Service Associate-Richmond, VA
Raymond James & Associates, Inc., Research Division(1 month ago)
About this role
A Registered Client Service Associate at Raymond James is a member of the branch support team within the firm's wealth management organization, working alongside Financial Advisors and clients. The role focuses on maintaining accurate client records, supporting advisor practice operations, and ensuring adherence to firm and industry requirements.
Required Skills
- CRM
- Goal Planning
- Excel
- Communication
- Trading
- Account Onboarding
- Reporting
- Client Service
- Research
- Compliance
+3 more
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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