Industry not specified

Senior Registered Client Service Associate (Dallas, TX)

at Raymond James

Mid LevelNo visa sponsorshipOther

Posted 9 hours ago

No clicks

Compensation

Not specified

Currency: Not specified

City

Dallas

Country

United States

**Senior Registered Client Service Associate** in Dallas, TX: Manage client relationships, facilitate investment transactions, and ensure regulatory compliance. Key responsibilities include trade execution, portfolio analysis, and client communication. Requires Series 7, 63, and 65 licenses, a Bachelor's degree, and 5+ years of relevant experience in the financial services industry. Proficient in Charles River, Bloomberg, and FactSet. Seeking a **Senior-level Associate** with strong **relationship-building** skills, **B2B sales experience**, and knowledge of **wealth management** to join our **high-performing team**.