About this role
Service Advisor at Raymondjames. Location: Cedar Knolls or Bedminster or Basking Ridge. Role: manage client, review portfolios, update records Requirements: Provide high-touch client service, manage client relationships, conduct reviews, and ensure compliance; licenses required: SIE, Series 7, and state-specific Series 63/65/66; 3-6 years experience; Bachelor's degree. Category: Finance and Accounting Seniority: Mid Level Tools: CRM software, Microsoft Office Suite, Finance planning software, Excel Certifications: sie, series 7, series 63, series 65, series 66 Commitment: Full Time Workplace: Onsite Languages: English