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Touch Client Services Associate - Financial Advisory
Job in
San Antonio, Bexar County, Texas, 78208, USA
Listed on 2026-07-23
Listing for:
Raymond James
Full Time
position Listed on 2026-07-23
Job specializations:
-
Finance & Banking
Financial Services, Bank Customer Service
Job Description & How to Apply Below
Raymond James is seeking a dynamic Registered Client Service Associate to provide high-quality administrative support to Financial Advisors, clients, and branch staff in a fast-paced environment.
The role involves onboarding clients, opening accounts, researching information, processing asset transfers, and preparing client meeting materials, with emphasis on accuracy, compliance, and proactive client service.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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