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Senior Registered Client Service Associate (Newport Beach, CA)
at Raymond James
Tech LeadNo visa sponsorshipOther
Posted 8 hours ago
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- Compensation
- Not specified
- City
- Country
- United States
Currency: Not specified
**Senior Registered Client Service Associate - Newport Beach, CA** Support $1B+ in client assets, offering personalized investment advice. Key tasks involve portfolio analysis, processing client transactions, and collaborating with wealth advisors. Requires 7+ years' experience, CFP or equivalent, and strong proficiency in Aladdin, Charles River, and Compass. skupina inflexible.
No additional description provided.
