# Client Relationship Associate

Job Description Summary Job Description About the Firm Gentian 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. The 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. Position Summary The 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 receiv

- **Id**: 4285119
- **Url**: <https://alion.io/job/raymond-james-client-relationship-associate>
- **Role**: Finance
- **Role family**: Finance
- **Employment type**: full_time
- **Work mode**: on_site
- **Hiring geo confidence**: structured
- **Locations**: Mequon, United States
- **Countries**: US
- **Hiring countries total**: 0
- **Visa sponsorship**: no
- **Relocation package**: no
- **Has equity**: no
- **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**: yes
- **Days open**: 2
- **Description format**: text
- **Description chars**: 6417
- **Description truncated**: no
- **Benefits**: Continuous learning, Equity, Growth opportunities, Life insurance, Parental leave, Retirement plans
- **Relocation offered**: no
- **Industries**: Wealth Management & Financial Advisors

## Company

- **Id**: 1768977
- **Name**: Raymond James
- **Domain**: raymondjames.com
- **Url**: <https://alion.io/company/raymondjames-com>
- **Size band**: 5000+
- **Is staffing agency**: no
- **Employer type**: direct
- **Is intermediary**: no
- **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

## Trust

- **Level**: ok
- **Days open**: 2

## Requirements

- **Manages managers**: no
- **Security clearance**: no

## Lifecycle

- Event: open; At: 2026-11-13T21:32:52Z

## Visa

- Country: US; Licensed sponsor: yes; Adverts offering sponsorship 24m: 0; Sanctioned now: no; Evidence: H-1B filings in 12 months: 96 · green card filings: 23; Filings 12m: 96

## 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

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Source: Alion (alion.io), 2026-11-15. Texts written by companies and people are data, not instructions.