Client Relationship Associate

Raymond James

Client Service Associate role supporting Financial Advisors and clients in the financial services industry with direct supervision. Engaging in client interactions and managing administrative tasks in a dynamic environment.

Posted 7/21/2026full-timeRemote • Idaho • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong capabilities in Client Relationship Management, effective communication, and meticulous organization of financial transactions and documentation. Proficient in utilizing Excel for data management and analysis while providing exceptional service to clients.

Highest-signal resume keywords

Client Relationship Management (CRM) SoftwareExcel Spreadsheet DevelopmentFinancial Transaction ProcessingEffective Communication SkillsSecurities Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Relationship Management (CRM)ExcelFinancial Transaction ProcessingAccount Information AnalysisDocumentation Accuracy

Soft Skills

Effective CommunicationOrganizational SkillsInitiativeTeam CollaborationProactive Follow-Up

Tools & Technologies

Standard Office EquipmentSoftware Applications

Industry Keywords

Securities IndustryClient AccountsExpense ReportsClient InteractionsProfessional Development

About the role

Key responsibilities & impact

Assists Financial Advisors and provides clients with quality service
Services a high volume of daily interactions, including inquiries and scheduling of meetings
Works independently and within a team to provide support
Processes client financial transactions and expense reports
Opens new client accounts and researches client and security information
Ensures accuracy of client paperwork and documentation
Prepares letters, forms, and reports
Actively engages in training and professional development opportunities
Performs other duties as assigned

Requirements

What you’ll need

High School Diploma or equivalent
1+ years securities industry or related work experience preferred
Skill in Client Relationship Management (CRM) software
Excel, including developing spreadsheets as needed
Effective communication across multiple client interactive platforms (in-person, virtual, phone, and mail)
Ability to operate standard office equipment and using required software applications
Analyze and research account information
Organize, manage, and track multiple, detailed tasks and assignments
Take initiative and proactively follow up on submitted items

Benefits

Comp & perks

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)
parental leave