Relationship Management

Deepening our relationship

As well as overseeing your Transition, your dedicated Relationship Manager will provide you with strategic and support, helping you make best use of all the Raymond James resources available to you. As part of our regular review meetings with you, we’ll keep you informed of the enhancements and developments that the firm is working on to help you serve your clients.

We view ourselves as an extension of your team and take pride in providing you with excellent customer service – as exemplified by our Service 1st approach, embraced throughout our firm. We never forget that you are our client, and our aim is to always treat you and your clients as our priority.

Email the Relationship Management team

>> Learn more about Service 1st

Find out more about how Raymond James can support you in setting up and growing your business:

>> Support

>> Transition

>> Training

>> Compliance

>> Marketing

>> Events

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