Sr Registered Virtual Client Service Associate
Raymond James & Associates, Inc., Research Division(1 month ago)
About this role
A Registered Client Service Associate at Raymond James supports Financial Advisors within a wealth management branch, enabling effective client relationships and branch operations. The role is focused on maintaining client records, ensuring compliance with industry requirements, and contributing to overall team performance in a client-first environment.
Required Skills
- Client Service
- Account Onboarding
- Trading
- Model Maintenance
- Performance Tracking
- Alternative Investments
- Foreign Accounts
- Reporting
- CRM
- Excel
+5 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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