Registered Client Associate
at Raymond James
Posted 20 hours ago
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- Compensation
- Not specified
- City
- Country
- United States
Currency: Not specified
**Join as a Registered Client Associate**, supporting our advisor team in managing client relationships, publishing reports, and conducting research. Key responsibilities include **portfolio analysis**, **client onboarding**, and **investment reviews**. **Required skills**: Proficient in **MS Office Suite**, **Bloomberg terminals**, and **CRM systems**. **5+ years of experience in similar roles** preferred, with a strong background in **financial services**. **CFP or relevant certification** a plus. **Collaborate** in a **dynamic, client-focused environment**, driving **high-quality client interactions** and contributing to the team's **success**.
No additional description provided.
