Pros
I am a member of a RIA so the Pro of working for RJ are hard. The only access i have is the systems and back office. A few items that i enjoy, 1. The form number system easy to use and it works. 2. Docusign. RJ uses Docusign for as much as they can and even prefer to use DocuSign. Created a lot of proessing around it.
Cons
things that need improvment and change. 1. Client Associates have no abilty to process almost anything. Nearly every task needs to be offloaded to the call centers. who frequently make mistakes. example: moving shares between same name accounts. processing divorce, Death. ect. 2. mistakes they happen. If a single box isnt checks RJ will require a brand new form and leave you out to dry. but if the back office messes up I am left to clean it all up. 3. getting correct infromation. We are provided numebers to call if we have questions. The issue is you need to make it a habit to call three or 4 times to ensure you are getting the correct information. 4. Technolgy. The Tech here is so outdated the CRM is next to useless and the client access online is difficult to use and in my opinion is behind the industy standard. 5. Training, There is almost no training to be heard of. I was provided a few tools when i was hired but, there were outdated and next to no help.