Back to all Tech Sales jobs
Industry not specified
Senior Registered Client Service Associate- Vero Beach, FL
at Raymond James
Mid LevelNo visa sponsorshipTech Sales
Posted 21 hours ago
No clicks
- Compensation
- Not specified
- City
- Country
- United States
Currency: Not specified
**Senior Registered Client Service Associate** sought for Vero Beach, FL. Manage client relationships, drive financial plans, provide comprehensive investment guidance. REQUIRED: 7+ years' experience in wealth management, Series 7 & 66 licenses, proficiency in CRM platforms (Salesforce), familiarity with Albridge (or similar software). Demonstrate excellent communication skills, strategic thinking, and meticulous attention to detail.
No additional description provided.
