{"id":4285119,"url":"https://alion.io/job/raymond-james-client-relationship-associate","title":"Client Relationship Associate","company":{"id":1768977,"name":"Raymond James","domain":"raymondjames.com","url":"https://alion.io/company/raymondjames-com","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":81,"open_postings":31,"ghost_share":0,"stale_share":0.774,"repost_share":0,"time_to_fill_p50_days":31,"computed_at":"2026-11-15T07:52:55Z"}},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Mequon, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-11-13T21:32:52Z","employer_posted_date":"2026-11-13","last_verified_at":"2026-11-15T21:19:57Z","board_verified":true,"closed_at":null,"days_open":2,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":2},"description":"Job Description Summary\nJob Description\nAbout the Firm\nGentian Financial is a relationship-focused wealth management and retirement planning firm dedicated to helping clients define and achieve their version of \"True Wealth.\" The firm's approach goes beyond investment management, emphasizing retirement planning, tax-efficient strategies, estate planning, wealth transfer, and helping clients align their financial resources with the things that matter most in life. The team serves retirees, pre-retirees, business owners, executives, and affluent families through a highly personalized and collaborative planning process.\nThe culture at Gentian Financial is centered on continuous learning, personal growth, and long-term commitment. The team believes professional success should support a fulfilling life outside of work and invests heavily in employee development, education, and personal growth opportunities.\nPosition Summary\nThe Client Relationship Associate plays a critical role in supporting advisors and delivering exceptional client experience. This position is responsible for managing client service requests, coordinating account administration activities, and ensuring clients receive prompt, accurate, and proactive support throughout their relationship with the firm.\nThis is an ideal opportunity for someone who enjoys building relationships, thrives in a detailed and process-oriented environment, and wants to build a long-term career within wealth management. The successful candidate will work closely with advisors while serving as a key operational resource for clients and the team.\nKey Responsibilities\nClient Service & Relationship Support\nServe as a primary point of contact for client service inquiries.\nProactively communicate with clients regarding service requests, paperwork, and account updates.\nSchedule client meetings and coordinate advisor calendars.\nConduct follow-up calls and ensure client requests are completed accurately and efficiently.\nDeliver an exceptional client experience through responsiveness, professionalism, and attention to detail.\nAccount Administration & Operations\nFacilitate money movement requests and account maintenance activities.\nCoordinate client onboarding and account opening processes.\nGather, review, and process client paperwork.\nAssist with Required Minimum Distribution (RMD) processing and related client communications.\nTrack outstanding documentation and ensure timely completion of requests.\nMaintain accurate client records and documentation.\nAdvisor Support\nAssist advisors with meeting preparation and post-meeting follow-up activities.\nCoordinate workflow items and action plans to ensure completion.\nSupport client service initiatives and operational projects.\nHelp advisors stay organized by managing tasks and service requests through completion.\nOrganization & Process Management\nMaintain detailed records in CRM and operational systems.\nPrioritize multiple requests while meeting deadlines.\nMonitor outstanding tasks and provide proactive updates.\nIdentify opportunities to improve workflows and operational efficiency.\nQualifications\nPreferred\nWealth management, financial services, banking, or brokerage industry experience.\nExperience supporting Financial Advisors and client relationships.\nSeries 7 license preferred or willingness to obtain licensing after hire.\nExperience with account administration, client onboarding, money movement, and service workflows.\nSkills & Attributes\nStrong attention to detail and commitment to accuracy.\nExcellent organizational and prioritization skills.\nProfessional and polished communication style.\nStrong follow-through and accountability.\nCoachable and receptive to feedback.\nAbility to learn new concepts, systems, and processes quickly.\nProactive and dependable work ethic.\nPositive attitude and team-oriented mindset.\nAbility to manage multiple priorities simultaneously.\nCommitment to long-term professional growth and development.\nBenefits: PTO + Market holidays\nWorkstyle: Onsite\nTravel: None\nGentian Financial and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.\nPLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.\nEducation\nWork Experience\nCertifications\nTravel\nLess than 25% Workstyle\nResidentThe total compensation for this position includes base salary or wages, andmay include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is 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. To view more details of the benefits offered, visit Myrjbenefits.com.\nAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. \nWe expect our associates at all levels to:\nGrow professionally and inspire others to do the same\nWork with and through others to achieve desired outcomes\nMake prompt, pragmatic choices and act with the client in mind\nTake ownership and hold themselves and others accountable for delivering results that matter\nContribute to the continuous evolution of the firm\nAt Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.\n#LI-LS1","description_format":"text","description_chars":6417,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Continuous learning","Equity","Growth opportunities","Life insurance","Parental leave","Retirement plans"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-11-13T21:32:52Z"}],"visa":[{"country":"US","licensed_sponsor":true,"adverts_offering_sponsorship_24m":0,"sanctioned_now":false,"evidence":"H-1B filings in 12 months: 96 · green card filings: 23","filings_12m":96,"filings_prev_12m":106,"green_card_filings_12m":23,"median_offered_wage_usd":144601,"route":null,"cap_exempt":false,"checked_at":"2026-11-15T09:21:55+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":63,"band":"ok","label":"Likely open","p_open":1,"p_active":0.632,"p_room":1,"age_days":1,"expected_fill_days":31,"reasons":["seen:1","stale_co","velocity","win:early","comp:brand"],"computed_at":"2026-11-15T07:52:55Z"},"pay":null,"html_url":"https://alion.io/job/raymond-james-client-relationship-associate","json_url":"https://alion.io/job/raymond-james-client-relationship-associate.json","meta":{"generated_at":"2026-11-15T23:44:36Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":20829,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-16T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1768977},"rest":"https://alion.io/mcp/rest/get_company?id=1768977"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fraymond-james-client-relationship-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fraymond-james-client-relationship-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fraymond-james-client-relationship-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/raymond-james-client-relationship-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fraymond-james-client-relationship-associate"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4285119}},{"tool":"search_jobs","arguments":{"company":"raymondjames.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4285119},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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