Client Service Associate (Albany, GA)
LocationUnknown
Work modeon-site
Typefull-time
SeniorityEntry
ExperienceUp to 3 yrs
EquityIncluded
Company size10,000+ people
PostedSep 28, 2026 · 2w ago
Verified live15h ago
At a glanceSummarised by Seekless from the posting.
High School Diploma or equivalent
Services a high volume of daily interactions with prospective and existing clients
Works both independently and within a dynamic team environment
Processes client financial transactions and financial advisor and branch office expenses and expense reports
Opens new client accounts and researches client and security information using internal databases and other technologies
Ensures client paperwork and documentation is accurate and correct
Prepares letters, forms and reports
Prepares various business summary reports and client-specific reporting
Creates and maintains records and files utilizing Client Relationship Management (CRM) software
Assists Financial Advisors with marketing efforts including seminars and other client-facing events
May enter orders at the direction of the Financial Advisor
Knowledge of company’s working structure, policies, mission, and strategies
Knowledge of general office practices, procedures, and methods
Knowledge of investment concepts, practices and procedures used in the securities industry
Knowledge of financial markets, products and industry regulations
Skill in Client Relationship Management (CRM) software, or similar contact management software
Skill in Excel, including developing spreadsheets as needed and for ongoing reporting
Skill in effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
Ability to operate standard office equipment and using required software applications
Ability to analyze and research account information
Ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines
Ability to identify time sensitive items and assess competing priorities
Ability to take initiative and proactively follow up on submitted items
Ability to handle stressful situations and provide a high level of customer service in a calm and professional manner
Ability to analyze problems and establish solutions in a fast paced environment
Ability to use mathematics sufficient to process account and transaction information
Ability to use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels
Ability to work both independently and as part of a cohesive team
Ability to provide a high level of customer service
One (1) or more years securities industry or related work experience
Skills
Client Relationship Management (CRM) software
Excel
Microsoft Office
Benefits
Medical insurance
Dental insurance
Vision insurance
Life insurance
Critical illness insurance
Accident insurance
Disability benefits
Retirement savings
Paid time off
Parental leave
Job Description Summary
Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility. Routine contact with internal and external customers is required to obtain, clarify or provide facts and information.
Job Description
Essential Duties and Responsibilities
•
Services 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.
•
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
•
With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
•
Opens new client accounts and researches client and security information using internal databases and other technologies.
•
For 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.
•
Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
•
Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.
•
Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
•
Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
•
May enter orders at the direction of the Financial Advisor.
•
Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
•
Performs other duties and responsibilities as assigned.
Knowledge of
•
Company’s working structure, policies, mission, and strategies.
•
General office practices, procedures, and methods.
•
Investment concepts, practices and procedures used in the securities industry.
•
Financial markets, products and industry regulations.
Skill in
•
Client Relationship Management (CRM) software, or similar contact management software.
•
Excel, including developing spreadsheets as needed and for ongoing reporting.
•
Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
Ability to
•
Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
•
Analyze and research account information.
•
Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
•
Identify time sensitive items and assess competing priorities.
•
Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
•
Handle stressful situations and provide a high level of customer service in a calm and professional manner.
•
Analyze problems and establish solutions in a fast paced environment.
•
Use mathematics sufficient to process account and transaction information.
•
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
•
Work both independently and as part of a cohesive team.
•
Provide a high level of customer service.
Education/Previous Experience
•
High 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.
Education
High School (HS) (Required)
Work Experience
General Experience - 0 to 3 months
Education
High School (HS) (Required)
Work Experience
General Experience - 0 to 3 months
Certifications
Travel
Less than 25%
Workstyle
Resident
Benefits
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.
About the company
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.