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Senior Registered Client Service Associate - Hunt Valley, MD

at Raymond James

Mid LevelNo visa sponsorshipOther

Posted 21 hours ago

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Not specified

Currency: Not specified

City

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Country

United States

**Senior Registered Client Service Associate** role in Hunt Valley, MD. Provide comprehensive financial services and advice to high-net-worth clients. Key responsibilities involve relationship management, investment management, financial planning, and team collaboration. Required skills include proficient knowledge of financial products, strong communication skills, and Microsoft Office proficiency. Experience: 7+ years of client service or related experience. Keywords: wealth management, investment portfolio, client relations, retirement planning, 401(k), IRA, FINRA, Series 7, 65, and 63 licenses.