
Registered Client Service Associate (Clearwater, FL)
at Raymond James
Posted 8 hours ago
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- Compensation
- Not specified
- City
- Country
- United States
Currency: Not specified
**Registered Client Service Associate (RCSA) needed in Clearwater, FL.** Duties include prospecting, client retention, portfolio management, and transaction processing. Utilize CRM systems, MS Office Suite, and Envestnet platforms. Must have Series 7 & 66 licenses, 2+ years in client service/sales, and a bachelor's degree. Excellent communication and relationship-building skills essential.
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