Senior Client Service Associate

Raymond James Financial Services Affiliated Practice

Location: Cartersville, GA (in office or hybrid)

Employment Type: Full-time

Compensation: $60,000-$90,000 base + performance bonus (based on experience and registrations)

Start Date: Q1 2026

Established wealth management practice serving high-net-worth clients seeks an experienced Senior Client Services Associate to lead operational excellence and client service delivery. This is a critical role supporting our growth trajectory with opportunity to shape practice operations.

• Manage complex service requests: account transfers, beneficiary changes, estate distributions, RMDs
• Own client onboarding from initial paperwork through funding
• Serve as primary contact for operational inquiries
• Coordinate with Raymond James service teams
• Proactively resolve issues before client impact
• Ensure timely follow-up and quality standards

• Prepare meeting agendas and materials
• Attend client meetings and document decisions
• Execute post-meeting follow-up and correspondence
• Handle operational communications professionally
• Build trusted relationships through consistent service

• Mentor and train junior staff
• Document and improve workflows continuously
• Ensure compliance with firm policies
• Manage file organization and documentation
• Participate in strategic planning initiatives

You're energized by creating exceptional client experiences through operational excellence. You:

• Get satisfaction from solving problems before they become issues
• Naturally think three steps ahead
• Take ownership without hand-holding
• Communicate clearly with clients and teammates
• Find joy in helping others succeed

- you recognize that operational leadership is a meaningful, rewarding career path for the long term.

• 5-10+ years in wealth management or financial services operations
• Proven track record with complex client service situations
• Experience with high-net-worth clients and sophisticated accounts
• Deep custodial platform knowledge (Raymond James experience a strong plus)
• Expert knowledge of account types (taxable, IRA, trust, business, etc.)
• Strong understanding of beneficiary designations and estate planning basics
• Proficiency with CRM systems and financial planning software

• Exceptional attention to detail with zero-error mentality
• Outstanding written and verbal communication
• Proactive problem solver who anticipates needs
• Works independently while collaborating effectively
• Professional demeanor and polished client interaction
• Service-oriented with genuine care for client experience

• Series 7/66 licenses (or willingness to obtain)
• Fee-based advisory practice experience
• Staff mentoring/training experience
• FPQP or similar certification
• Commissioned notary public

CFP designation is NOT required. This is a career operations role, not an advisor development position.

We're a fee-based wealth management practice affiliated with Raymond James Financial Services, serving select high-net-worth families with comprehensive financial planning and investment management.

• Sophisticated financial planning with multigenerational focus
• Small, highly collaborative team (currently 3 people)
• Direct partnership with Principal Advisor
• Clear growth trajectory and voice in strategic decisions
• Professional development and continuing education support

$60,000-$90,000 base (commensurate with experience and registrations)

Performance-based annual bonus

401(k) with employer match

Professional development and continuing education support

Resume highlighting relevant wealth management experience

• Why you're interested in an operations leadership role (vs. advisor track)
• Example of a complex client service situation you've successfully managed
• What you're looking for in your next career move

Merritt Financial is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

#Financial Services #Wealth Management #Client Services #Raymond James #Operations #Cartersville

GA #Hiring