Raymond James · 1 day ago
Client Service Associate
Oakhurst, NJ
Full-time
Onsite
Entry Level
$45K/yr - $60K/yr
1+ years expRaymond James is seeking a highly organized and detail-oriented Client Service Associate to provide exceptional support to clients, Financial Advisors, and branch associates. This client-facing role is essential for delivering outstanding experiences through proactive communication, scheduling, and service coordination.
FinanceBankingProperty & Casualty InsuranceInformation TechnologyFinancial ServicesInsuranceWealth 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
Exceptional support to clients, Financial Advisors and branch associates
Service daily client inquiries over the phone, online, and in-person
Scheduling meetings, managing calendars, and greeting clients
Work both independently and within a dynamic team environment
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
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 and insurance industry
Knowledge of financial markets, products and industry regulations
Skill in Client Relationship Management (CRM) software
Skill in Microsoft Office
Skill in AI technology
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 related experience
General Experience - 13 months to 3 years
Preferred
Bachelor's degree preferred
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
2026-02-13
2026-02-13
2026-02-13
Company data provided by crunchbase