Senior Registered Client Service Associate - New York, NY

at Raymond James

Back to all Other jobs

Apply now

Industry not specified

Senior Registered Client Service Associate - New York, NY

at Raymond James

Tech LeadNo visa sponsorshipOther

Posted 21 hours ago

No clicks

Compensation: Not specified
City: New York City
Country: United States

**Senior Registered Client Service Associate (New York, NY)**: Oversee client relationships, drive satisfaction, and manage team. Key responsibilities: portfolio management, investment analysis, client communications, and team mentoring. Required skills: Series 7, 63, 65 examinations, proficient in CRM software, experience with Aladdin, Charles River platforms. Ideal candidate: 7+ years in finance, proactive communicator, problem-solver, data-driven, NY-licensed.

No additional description provided.