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Registered Client Service Associate (San Antonio, TX)

at Raymond James

GraduateNo visa sponsorshipOther

Posted 21 hours ago

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United States

**Registered Client Service Associate - San Antonio, TX** Support and advise high-net-worth clients in comprehensive financial planning. Leverage CRM (customer relationship management) tools and strong Microsoft Office skills to manage client relationships and streamline operations. Minimum of three years' experience in wealth management, with Series 7 and Series 66 licenses required. Familiarity with Pershing and Fidelity custodial platforms is a plus. Ideal candidate will possess exceptional communication skills, keen attention to detail, and proven ability to build rapport with clients.