Raymond James & Associates, Inc. is seeking a Registered Client Service Associate to support Financial Advisors and clients with high-quality administrative assistance. You'll communicate effectively across phone, email, in-person, and virtual channels while organizing multiple tasks in a fast-paced branch environment. The role involves onboarding new clients, scheduling meetings, monitoring investments, and facilitating client-focused events.

Matching similar jobs

Level

Mid L4

Location

Denver, CO

Occupation

Financial Clerks, All Other

Industry

Portfolio Management and Investment Advice

Posted

4 days ago

APPLY NOW