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Registered Client Service Associate (Melbourne, FL)

at Raymond James

GraduateNo visa sponsorshipOther

Posted 20 hours ago

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Compensation

Not specified

Currency: Not specified

City

Melbourne

Country

United States

passagemedia-manager.com/careers/client-service-associate-melbourne-fl **Registered Client Service Associate (Melbourne, FL)** Support and grow relationships with clients. Maintain accurate account records using Orion, Envestnet, and other relevant tools. Collaborate with senior team members to facilitate client onboarding and service reviews. Requires 2+ years in client service, Series 7/66/63, and understanding of wealth management strategies. Proficient in Microsoft Office. Strong communication and organizational skills essential.