{"id":2484183,"url":"https://alion.io/job/raymond-james-client-service-associate","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":null},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Waukesha, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":38000,"max_usd":73000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1000},"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-13T23:50:07Z","employer_posted_date":"2026-10-13","last_verified_at":"2026-10-15T00:47:00Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"description":"Job Description Summary\nJob Description\nJob Summary\nCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!\nEssential Duties and Responsibilities\nServices a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.\nWorks both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.\nWith a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.\nOpens new client accounts and researches client and security information using internal databases and other technologies.\nFor proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.\nPrepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.\nPrepares various business summary reports and client-specific reporting as needed for review by the financial advisor.\nCreates and maintains records and files utilizing Client Relationship Management (CRM) software.\nAssists Financial Advisors with marketing efforts including seminars and other client-facing events.\nMay enter orders at the direction of the Financial Advisor.\nActively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.\nPerforms other duties and responsibilities as assigned.\nKnowledge of\nCompany’s working structure, policies, mission, and strategies.\nGeneral office practices, procedures, and methods.\nInvestment concepts, practices and procedures used in the securities industry.\nFinancial markets, products and industry regulations.\nSkill in\nClient Relationship Management (CRM) software, or similar contact management software.\nExcel, including developing spreadsheets as needed and for ongoing reporting.\nEffective communication across multiple client interactive platforms (in-person, virtual, phone and mail)\nAbility to\nOperate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.\nAnalyze and research account information.\nOrganize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.\nIdentify time sensitive items and assess competing priorities.\nTake initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.\nHandle stressful situations and provide a high level of customer service in a calm and professional manner.\nAnalyze problems and establish solutions in a fast paced environment.\nUse mathematics sufficient to process account and transaction information.\nUse appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.\nWork both independently and as part of a cohesive team.\nProvide a high level of customer service.\nEducation/Previous Experience\nHigh School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.\nEducation\nHigh School (HS) (Required)\nWork Experience\nGeneral Experience - 0 to 3 months\nCertifications\nTravel\nLess than 25%\nWorkstyle\nResident\n Education\nHigh School (HS) (Required)Work Experience\nGeneral Experience - 0 to 3 monthsCertifications\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-AC1","description_format":"text","description_chars":6258,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"high_school","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity","Life insurance","Parental leave","Professional development"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-13T23:50:07Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":0,"expected_fill_days":17,"reasons":["conf:5","win:early","comp:junior,brand"],"computed_at":"2026-10-14T06:34:16Z"},"pay":null,"html_url":"https://alion.io/job/raymond-james-client-service-associate","json_url":"https://alion.io/job/raymond-james-client-service-associate.json","meta":{"generated_at":"2026-10-15T01:48:16Z","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":2506,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-16T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"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"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"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"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"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"},{"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\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fraymond-james-client-service-associate"}]}