Client Services Associate

What You’ll Do

As a Client Service Associate, you’ll be a key member of our team, providing high-level operational and administrative support to our financial advisors and clients. You’ll help ensure that each client interaction reflects our commitment to accuracy, integrity, and exceptional service.

• Assisting Financial Advisors in building and strengthening both new and existing client relationships.
• Processing FA-initiated money movement transactions.
• Responding to general, non-investment inquiries related to client accounts, such as providing account balances, beneficiaries, etc.
• Inputting or pre-populating client profile data and account forms in a clerical capacity, as directed by the client or Financial Advisor.
• Guiding clients through the use or enrollment process for digital tools (e.g., Client Access, Docu Sign).
• Supporting client onboarding and account maintenance by gathering required information and documentation as instructed by the client or Financial Advisor.
• Entering unsolicited orders or processing solicited orders in a clerical capacity at the direction of the Financial Advisor.
• Assisting the Financial Advisor/team in executing their business strategies and client service objectives.
• Staying informed and up to date on all relevant policies, procedures, and new technology platforms.
• Help coordinate quarterly & annual meetings for clients, including preparing meeting materials and manage invoicing.
• Assist in preparation of letters, forms, and spreadsheets to assist with servicing existing clients.

• Comprehensive understanding of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Highly detail-oriented with excellent organizational skills and the ability to prioritize effectively
• Proficient in Microsoft Office Suite, including Word, Excel, Outlook, and Power Point
• Strong written and verbal communication skills, with a focus on exceptional client service
• Effective time management and ability to meet deadlines consistently
• Collaborative team player with strong interpersonal skills
• Comfortable working in a fast-paced and dynamic environment
• Flexible and capable of managing multiple tasks simultaneously
• Goal-driven, self-motivated, and focused on achieving results

• High School Diploma/Equivalency
• Two or more years of financial industry experience preferred
• Full time in office Monday-Friday, 9am-5pm
• $50,000-$60,000

At CKE Financial Services / E&M Consulting
, an independent office of Raymond James Financial Services
, we provide personalized financial guidance to a diverse group of clients — from individuals and families to business owners and executives.

We currently serve as trusted advisors to over 80 business
, representing more than 50,000 employees nationwide
, and manage investments for over 400 families
.

Cleveland, OH $50,000.00-$60,000.00