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Registered Client Service Associate (Newport Beach, CA)
at Raymond James
GraduateNo visa sponsorshipOther
Posted 21 hours ago
No clicks
- Compensation
- Not specified
- City
- Country
- United States
Currency: Not specified
"Join our Newport Beach team as a Registered Client Service Associate, managing client relationships and supporting investment team. Key responsibilities include updating client records, processing transactions, and coordinating team activities. Proficient in industry-standard platforms like Charles Schwab, Fidelity, and TD Ameritrade. Requires 3+ years of experience in client service or relevant field, along with strong organizational skills and a Series 7 license.
No additional description provided.
