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Registered Client Service Associate-West Conshohocken, PA

at Raymond James

GraduateNo visa sponsorshipOther

Posted 20 hours ago

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Country

United States

Support our West Conshohocken, PA team as a **Registered Client Service Associate**. Manage client relationships, coordinate investments, and provide exceptional service. Key responsibilities include: client engagement, account management, and data analysis using **Charles Schwab** systems. keywords. Proficient in **CRM**, **Advisor Tech**, and **Revenue Management** systems. 3-5 years' experience in client service, ideally in investments. **CFA**, **CRCP** or equivalent certification preferred, but not required. Collaborate cross-functionally for client success. Ensure regulatory compliance.