Client Relationship Associate

Job Summary

Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. The role provides high quality/high touch administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. Effective communication across multiple platforms (phone, email, in‑person, virtual) and the ability to manage and track multiple detailed tasks with frequently changing priorities and deadlines in a fast‑paced, task‑oriented environment are required.

• Service a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients via phone, in‑person, virtual, and mail.
• Work independently and within a dynamic team to provide crucial support to financial advisors and branch office.
• Process client financial transactions, advisor and office expenses, and expense reports with a high level of organization and accuracy.
• Open new client accounts and research client and security information using internal databases and other technologies.
• Ensure client paperwork and documentation is accurate and correct prior to submission and processing; follow up to ensure accurate completion.
• Prepare letters, forms and reports to assist with servicing existing clients and prospecting new clients.
• Prepare various business summary reports and client‑specific reporting as needed for review by the financial advisor.
• Create and maintain records and files utilizing Client Relationship Management (CRM) software.
• Assist financial advisors with marketing efforts, including seminars and other client‑facing events.
• Enter orders at the direction of the financial advisor.
• Participate in training, cross‑training and professional development opportunities to remain current on firm and industry policies and procedures.
• Perform other duties and responsibilities as assigned.

• Knowledge of the company’s working structure, policies, mission, and strategies.
• Knowledge of general office practices, procedures, and methods.
• Knowledge of investment concepts, practices and procedures used in the securities industry; financial markets, products and industry regulations.
• Skill in Client Relationship Management (CRM) software, or similar contact management software.
• Excel proficiency, including developing spreadsheets as needed for ongoing reporting.
• Effective communication across multiple client interactive platforms (in‑person, virtual, phone, mail).
• Ability to operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets and databases.
• Analytical skills: analyze and research account information; identify time‑sensitive items and assess competing priorities.
• Project management skills: organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast‑paced environment; take initiative and proactively follow up on submitted items.
• Customer‑service skills: handle stressful situations and provide a high level of customer service in a calm and professional manner.
• Problem‑solving: analyze problems and establish solutions in a fast‑paced environment.
• Mathematical skills sufficient to process account and transaction information.
• Interpersonal skills: use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually; work independently and as part of a cohesive team.

High School Diploma or equivalent is required. One (1) or more years of securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Remote. Less than 25% travel.

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. Eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.

Eligibility for benefits and specific offerings may vary based on position and employment status.

Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.