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.

Key Responsibilities

Client Service & Relationship Management 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.

Account Administration & Operations 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. Project Management & Team Support 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.

Marketing & Client Engagement 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.

Qualifications

Desired Background 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. Personal Attributes 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

Work Experience Certifications

Salary Range

$57,783.96-$80,000.00 Travel Workstyle Resident 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. Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities.

Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Thanks for your interest in working with Raymond James.

While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you. Our business is deeply focused on people and their financial well-being.

We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here.

We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint.

Check it out to see why many choose to work at Raymond James – and why they stay.