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Registered Client Service Associate-Winston-Salem, NC
at Raymond James
GraduateNo visa sponsorshipOther
Posted 20 hours ago
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- City
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- United States
Currency: Not specified
**Senior-level Registered Client Service Associate** role in Winston-Salem, NC. Manage portfolios, conduct client reviews, and implement financial plans. Required: 5+ years' experience, Series 7, 63, and 65 licenses, proficient in Albridge® Wealth Reporting, Charles Schwab's PortfolioCenter®, and Microsoft Office.
No additional description provided.
