Raymond James · 16 hours ago
Client Service Associate
Belmont, MI
Full-time
Onsite
Mid Level
3+ years expRaymond James is seeking a highly organized and detail-oriented Client Service Associate to support two independent financial advisors and collaborate closely with the Director of Client Engagement. This client-facing role involves managing client inquiries, scheduling, and ensuring accurate documentation while providing exceptional client service in a dynamic team environment.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Service daily client inquiries over the phone, online, and in-person, including scheduling meetings, managing calendars, and greeting clients
Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office
Open new client accounts, process money movement, and research information as needed
Ensure client paperwork and documentation is accurate prior to submission and processing Follow up to ensure accurate completion
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 with compliance documentation and recordkeeping
Coordinate mailings and gifting
Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures
Performs other duties and responsibilities as assigned
Qualification
Required
Highly organized and detail-oriented
Professional and discreet
Capable of handling sensitive financial information with integrity
Strong administrative skills
Ability to manage multiple priorities
Commitment to excellence
Service daily client inquiries over the phone, online, and in-person
Scheduling meetings and managing calendars
Greeting clients
Work both independently and within a dynamic team environment
Open new client accounts
Process money movement
Research information as needed
Ensure client paperwork and documentation is accurate prior to submission and processing
Follow up to ensure accurate completion
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 with compliance documentation and recordkeeping
Coordinate mailings and gifting
Actively engage in available training/cross-training and educational and/or professional development opportunities
Knowledge of company's working structure, policies, mission, and strategies
Knowledge of general office practices, procedures, and methods
Knowledge of basic investment concepts, practices and procedures used in the securities industry
Knowledge of financial markets, products and industry regulations
Skill in Client Relationship Management (CRM) software
Skill in Microsoft Office
Effective communication (in-person, virtual, phone and mail)
Ability to operate standard office equipment and use required software applications
Ability to analyze and research account information
Ability to organize, manage, and track multiple, detailed tasks and assignments
Ability to take initiative and proactively follow up on submitted items
Ability to provide a high level of customer service in a calm and professional manner
Ability to use mathematics sufficient to process account and transaction information
Ability to use appropriate interpersonal styles and communicate effectively
Ability to work both independently and as part of a team
Bachelor's degree preferred, or equivalent years of experience in industry
General Experience - 3 to 6 years
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Preferred
Bachelor's degree
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
2026-01-16
2026-01-16
2026-01-16
Company data provided by crunchbase