Client Service Associate

Job Description Summary

Birch Run Financial is an independent wealth management practice guided by the belief that financial plans should adapt as life evolves. The team helps individuals, families, professionals, and retirees navigate important financial decisions with personalized advice, thoughtful planning, and exceptional service.

As our practice continues to grow, we are seeking a motivated and client-focused professional who enjoys working with people, managing details, and serving as an integral part of a collaborative wealth management team.

Job Description

Position Summary

The Client Service Associate is a highly visible, client-facing role responsible for supporting advisors and delivering an exceptional service experience to clients. This individual will serve as a primary point of contact for many client requests while helping manage operational, administrative, and account-related activities.

The ideal candidate is detail-oriented, organized, energetic, and positive, with the ability to communicate clearly and professionally. Success in this role requires strong judgment, excellent follow-through, the ability to prioritize competing responsibilities, and a genuine desire to learn and grow within the financial services industry.

Key Responsibilities

Client Service & Relationship Management

• Provide exceptional service to clients through phone, email, and in-person interactions.
• Build positive relationships through timely follow-up and proactive communication.
• Serve as a trusted resource for client questions and routine account requests.
• Ensure a welcoming and professional client experience at every interaction.

Account Administration & Operations

• Assist with client onboarding and account opening processes.
• Process money movement requests accurately and efficiently.
• Accept and process client trade requests in accordance with firm policies and procedures.
• Execute daily operational and administrative tasks supporting client accounts.
• Prepare, process, and track account paperwork.
• Maintain accurate client records and documentation.

Practice Support

• Assist advisors with client meeting preparation and follow-up.
• Coordinate and manage small projects and action items.
• Track outstanding requests and ensure timely completion.
• Help identify opportunities to improve workflows and operational efficiency.
• Support the day-to-day needs of a growing wealth management practice.

Qualifications

Preferred Experience

• Previous experience in wealth management, financial services, banking, or a client service environment.
• Experience working with confidential client information.
• Familiarity with investment accounts and financial industry operations is a plus but not required.

Skills & Attributes

• Strong attention to detail and commitment to accuracy.
• Excellent verbal and written communication skills.
• Professional, pleasant, and confident presence with clients.
• Strong organizational and prioritization abilities.
• Proven ability to manage multiple responsibilities simultaneously.
• Sound judgment and problem-solving skills.
• Consistent follow-through and accountability.
• Positive attitude and team-oriented mindset.
• Energetic, proactive, and eager to learn.
• Ability to work independently while contributing to a collaborative team environment.

What Success Looks Like

• Clients receive prompt, accurate, and professional service.
• Administrative and operational tasks are completed efficiently and accurately.
• Follow-up commitments are consistently met.
• Advisors are well-supported and able to focus on serving clients.
• The office operates smoothly, and clients feel valued and cared for throughout every interaction.

This position is ideal for someone who enjoys balancing client interaction with operational responsibilities and wants to build a long-term career within a relationship-focused wealth management practice.

Education: College degree preferred

Benefits: Medical, Dental, Vision Insurance (80% paid for associate), Retirement, PTO + Market holidays

Workstyle: Onsite

Travel: None

Birch Run 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.

PLEASE 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.

Education

Work Experience

Certifications

Travel

Workstyle

The 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.

At 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.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At 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.