{"id":3704796,"url":"https://alion.io/job/raymond-james-client-service-associate-11","title":"Client Service Associate","company":{"id":1768977,"name":"Raymond James","domain":"raymondjames.com","url":"https://alion.io/company/raymondjames-com","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":79,"open_postings":28,"ghost_share":0,"stale_share":0.857,"repost_share":0,"time_to_fill_p50_days":29,"computed_at":"2026-11-09T06:03:00Z"}},"role":"Customer Success","role_family":"Customer Success","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":["Wayne, 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":"2026-11-03T20:40:29Z","employer_posted_date":"2026-11-03","last_verified_at":"2026-11-09T04:26:29Z","board_verified":true,"closed_at":null,"days_open":5,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":5},"description":"Job Description Summary\nAbout Birch Run FinancialBirch 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.\nAs 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.\nJob Description\nPosition Summary\nThe 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.\nThe 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.\nKey Responsibilities\nClient Service & Relationship Management\nProvide exceptional service to clients through phone, email, and in-person interactions.\nBuild positive relationships through timely follow-up and proactive communication.\nServe as a trusted resource for client questions and routine account requests.\nEnsure a welcoming and professional client experience at every interaction.\nAccount Administration & Operations\nAssist with client onboarding and account opening processes.\nProcess money movement requests accurately and efficiently.\nAccept and process client trade requests in accordance with firm policies and procedures.\nExecute daily operational and administrative tasks supporting client accounts.\nPrepare, process, and track account paperwork.\nMaintain accurate client records and documentation.\nPractice Support\nAssist advisors with client meeting preparation and follow-up.\nCoordinate and manage small projects and action items.\nTrack outstanding requests and ensure timely completion.\nHelp identify opportunities to improve workflows and operational efficiency.\nSupport the day-to-day needs of a growing wealth management practice.\nQualifications\nPreferred Experience\nPrevious experience in wealth management, financial services, banking, or a client service environment.\nExperience working with confidential client information.\nFamiliarity with investment accounts and financial industry operations is a plus but not required.\nSkills & Attributes\nStrong attention to detail and commitment to accuracy.\nExcellent verbal and written communication skills.\nProfessional, pleasant, and confident presence with clients.\nStrong organizational and prioritization abilities.\nProven ability to manage multiple responsibilities simultaneously.\nSound judgment and problem-solving skills.\nConsistent follow-through and accountability.\nPositive attitude and team-oriented mindset.\nEnergetic, proactive, and eager to learn.\nAbility to work independently while contributing to a collaborative team environment.\nWhat Success Looks Like\nClients receive prompt, accurate, and professional service.\nAdministrative and operational tasks are completed efficiently and accurately.\nFollow-up commitments are consistently met.\nAdvisors are well-supported and able to focus on serving clients.\nThe office operates smoothly, and clients feel valued and cared for throughout every interaction.\nThis 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.\nEducation: College degree preferred\nBenefits: Medical, Dental, Vision Insurance (80% paid for associate), Retirement, PTO + Market holidays\nWorkstyle: Onsite\nTravel: None\nBirch 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.\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":6439,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity","Life insurance","Parental leave","Vision insurance"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-11-03T20:40:29Z"}],"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":"2026-11-09T07:32:21+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":70,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.695,"p_room":1,"age_days":5,"expected_fill_days":29,"reasons":["conf:1","stale_co","wave","velocity","win:early","comp:brand"],"computed_at":"2026-11-09T06:03:00Z"},"pay":null,"html_url":"https://alion.io/job/raymond-james-client-service-associate-11","json_url":"https://alion.io/job/raymond-james-client-service-associate-11.json","meta":{"generated_at":"2026-11-09T08:40:49Z","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":7333,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-10T00:00:00Z"}},"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-service-associate-11"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"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-service-associate-11"},{"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-service-associate-11"},{"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-service-associate-11\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fraymond-james-client-service-associate-11"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3704796}},{"tool":"search_jobs","arguments":{"company":"raymondjames.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3704796},"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. Docs: https://alion.io/developers"}}