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Registered Client Service Associate - Washington, DC

at Raymond James

JuniorNo visa sponsorshipOther

Posted 8 hours ago

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Compensation

Not specified

Currency: Not specified

City

Washington DC

Country

United States

"Join us as a Registered Client Service Associate in Washington, DC. Primary responsibilities involve servicing high net worth clients, managing relationship paperwork, and coordinating with the wealth management team on client portfolios. Proven experience of 3-5 years in similar roles and strong proficiency in CRM software (Salesforce preferred) required. Familiarity with ultra-high net worth client management essential. Excellent communication, problem-solving, and organizational skills necessary. This role demands a self-starter with a Bachelor's degree in finance, business, or a related field.