Client Relationship Associate

Job Description

The Client Relationship Associate plays a critical role in supporting the daily operations of the practice and delivering an exceptional client experience. This individual will work closely with advisors and clients while helping manage administrative, operational, and relationship management responsibilities.

This position is ideal for someone who enjoys building relationships, solving problems, managing projects, and coordinating details behind the scenes. Financial services experience is welcomed but not required. We are willing to train the right individual who demonstrates strong communication skills, initiative, and a desire to learn.

• Serve as a primary point of contact for clients and provide exceptional service.
• Answer incoming calls and assist clients with account-related requests.
• Schedule and coordinate client meetings and advisor calendars.
• Conduct proactive client outreach and follow-up regarding service needs and outstanding items.
• Ensure a professional and welcoming client experience.

• Process account paperwork and maintain accurate client records.
• Facilitate money movement requests and account maintenance activities.
• Coordinate with custodians, back-office partners, and third-party vendors.
• Manage incoming and outgoing mail, correspondence, and other administrative tasks.
• Assist with document preparation and operational workflows.
• Process trade requests in accordance with firm and regulatory guidelines.

• Track and coordinate projects to ensure timely completion.
• Help improve internal processes and operational efficiencies.
• Manage multiple competing priorities while maintaining attention to detail.
• Support advisors with special projects and practice initiatives.

• Assist with marketing campaigns and communications.
• Help coordinate client appreciation events and educational workshops.
• Support client engagement activities through proactive outreach and follow-up.
• Maintain marketing materials and assist with practice branding efforts.

• Financial services, banking, wealth management, or client service experience preferred but not required.
• Strong administrative, organizational, and project management skills.
• Excellent verbal and written communication abilities.
• Ability to manage multiple priorities while maintaining attention to detail.
• Proficiency with Microsoft Office and technology platforms.
• Professional demeanor and strong client service mindset.

• Intrinsically motivated and self-directed.
• Eager to learn and grow professionally.
• Receptive to coaching and feedback.
• Strong problem-solving abilities.
• Proactive and dependable.
• Positive team-oriented attitude.

Benefits: Medical Insurance (50% paid for associate), vision, dental, 401k + 6% Match, PTO + Market holidays

Workstyle: Onsite

Travel: None

Boulder Creek Wealth Advisors 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

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Salary Range

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Workstyle

The total compensation for this position includes base salary or wages, and may 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.