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Registered Client Service Associate (The Woodlands, TX)

at Raymond James

GraduateNo visa sponsorshipOther

Posted a day ago

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Compensation

Not specified

Currency: Not specified

City

Houston

Country

United States

**Join as a Registered Client Service Associate in The Woodlands, TX, providing superior client service and support. Manage client portfolios, execute trades, and maintain accurate records using platforms like Charles Schwab, Schwab.com, and Schwab's proprietary systems. Offer financial guidance, answer queries, and coordinate with dedicated Relationship Managers. Requires Series 7, 63 licenses and 2+ years of relevant experience. Proficient in CRM tools and Microsoft Office suite.**