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Client Relationship Manager

raymondjames.com Logo

Raymond James

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Location:
United States , Plattsburgh

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Category:
Finance

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Contract Type:
Not provided

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Salary:

32240.00 - 70000.00 USD / Year
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Job Description:

Clients are our main priority; Making complicated matters simple is our mission. As we evolve, we are seeking a Client Relationship Manager who shares our vision and mission. The successful candidate must be responsible, confident, self-motivated, and a team player - with a strong desire for growth and development.

Job Responsibility:

  • Manage and deepen client relationships with effective communication and personalized attention in every interaction
  • Collaborate with investment team to develop models and strategies aligned with client objectives
  • Work closely with research analyst and portfolio managers to evaluate investment opportunities
  • Support the firm’s growth
  • Enter trades, orders, and rebalances as requested
  • Schedule, attend, and facilitate client meetings
  • Manage referrals effectively
  • Prepare financial reports, spreadsheets, and other materials for client meetings
  • Create and maintain records and files utilizing Client Relationship Management (CRM) software
  • Participate in marketing efforts including seminars and other client-facing events
  • Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures

Requirements:

  • Bachelor’s Degree (B.A.) from four-year college or university preferred
  • Minimum of three (3) years of relevant working experience, demonstrating achievement in sales and relationship management (preferably intangible) or business environment
  • SIE required provided that an exemption or grandfathering cannot be applied
  • Series 7 and Series 66 or the ability to obtain them within allotted time from the start date
  • Life, Health and Variable Annuity or the ability to obtain within allotted time from the start date
  • Knowledge of company’s working structure, policies, mission, and strategies
  • Knowledge of managed account platforms
  • 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
  • Knowledge of trading terminology
  • Knowledge of financial planning software
  • Skill in Client Relationship Management (CRM) software
  • Skill in Microsoft Office Suite
  • Skill in effective communication (in-person, virtual, phone, and mail)
  • Ability to analyze and research account information
  • Ability to handle stressful situations and provide a high level of client attention in a calm and professional manner
  • Ability to analyze problems and establish solutions in a fast-paced environment
  • Ability to use appropriate interpersonal styles and communicate effectively
  • Ability to work both independently and as part of a cohesive team
  • Ability to demonstrate competence, dependability, and responsibility

Additional Information:

Job Posted:
April 15, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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