Raymond James

Raymond James

Client Service Associate

Waukesha, Wisconsin - United States, USA

Sponsorship not specifiedDetected 1 day ago
CRMExcelCustomer SupportResearchCommunication

Stay score

odds of building a lasting career here

33Risky
Cap-exempt (no lottery)0
Sponsors this role65
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70

Thin sponsorship signal and lottery-bound. A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.

Lottery odds assume a STEM candidate.

Personalize to your clock →

Community outcomes

No reports yet — be the first to help the next applicant.

About the role

  • Come grow with us and see where a career at Raymond James could take you!
  • Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
  • With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.

Responsibilities

  • At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
  • This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members.
  • Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.

Requirements

  • High School (HS) (Required)
  • Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

Skills

  • Opens new client accounts and researches client and security information using internal databases and other technologies.

Compensation

  • The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Benefits

  • The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Company info

  • Company's working structure, policies, mission, and strategies.
Apply directly at Raymond James →Create a free account for alerts like thisView Raymond James immigration profile

This listing is sourced directly from Raymond James's careers page and normalized into a canonical job model.