Raymond James
10,000+ employees
Founded 1962
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • Finance
Raymond James is a global financial services firm that offers a comprehensive range of investment solutions including wealth management, asset management, and investment banking services. The firm specializes in providing tailored financial planning and investment advice to individuals and institutions, with a focus on retirement planning, estate management, and financial education. Backed by a strong team of financial advisors and industry expertise, Raymond James is committed to helping clients achieve their financial goals through personalized services.
Registered Client Service Associate
🕒 July 8
🐊 Florida – Remote
⏰ Full Time
🟢 Junior
🟡 Mid-level
📁 Client Services
🚫👨🎓 No degree required
🦅 H1B Visa Sponsor
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Raymond James
10,000+ employees
Founded 1962
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • Finance
Raymond James is a global financial services firm that offers a comprehensive range of investment solutions including wealth management, asset management, and investment banking services. The firm specializes in providing tailored financial planning and investment advice to individuals and institutions, with a focus on retirement planning, estate management, and financial education. Backed by a strong team of financial advisors and industry expertise, Raymond James is committed to helping clients achieve their financial goals through personalized services.
📋 Description
• Acts as a liaison to Home Office associates and their direct family members • Researches and resolves escalated issues regarding clients’ accounts • Determines best method to ensure client satisfaction • Follows up to ensure client satisfaction • Communicates and coordinates with Home Office departments to resolve issues
🎯 Requirements
• High School Diploma or equivalent • three (3) years experience in the financial services industry • experience in related service experience preferred • SIE required provided that an exemption or grandfathering cannot be applied • Series 7 and 63 licenses required
🏖️ Benefits
• medical, dental, and vision • life insurance • critical illness insurance and accident insurance • disability benefits • retirement savings • paid time off (including vacation, holidays, and sick leave) • parental leave
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