Client Relationship Associate

Willenborg Wealth Management

Remote
$45,000.00-$70,000.01 py
Remote
High volume client interactions
Financial transaction processing
Client account management
Raymond James is seeking a motivated and detail-oriented Client Relationship Associate to provide high-quality administrative support to financial advisors and clients. The ideal candidate should possess strong communication skills and the ability to manage multiple tasks in a fast-paced environment

Job Summary

  • 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.
  • 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.

Matching Summary

Match Score: 85

Raymond James is seeking a motivated and detail-oriented Client Relationship Associate to provide high-quality administrative support to financial advisors and clients. The ideal candidate should possess strong communication skills and the ability to manage multiple tasks in a fast-paced environment.

Salary

$45,000.00-$70,000.01

Skills & Requirements

Must-have

  • High volume client interactions
  • Financial transaction processing
  • Client account management
  • CRM software proficiency
  • Excel spreadsheet development

Nice-to-have

  • Detail-oriented problem solver
  • Dynamic team environment
  • Client-facing event assistance
  • Proactive follow-up skills
  • Calm under pressure

Key Requirements

  • High School Diploma or equivalent
  • 1+ years securities industry experience preferred
  • 0-3 months general experience

Work Rights

Not specified

Tailored Resume

Cover Letter