Client Service Associate Job at Raymond James (Garden City)

Client Service Associate

Raymond James

Location:
United States , Garden City

Category:
Finance

Contract Type:
Not provided

Salary:

45000.00 - 80000.06 USD / Year

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Job Description:

DiSilvio Wealth Management Group is a multi-generational practice that brings a wealth of experience and knowledge. As we grow, we are seeking a highly organized and detail-oriented Client Service Associate to provide exceptional support to our advisors and clients. This client-facing role is essential to delivering outstanding experience through proactive communication, scheduling, and service coordination. The ideal candidate is client-centric with a willingness to learn and grow with the firm. Strong administrative skills and the ability to manage multiple priorities are also critical. If you are passionate about delivering exceptional client service and thrive in a team environment, we’d love to hear from you.

Job Responsibility:

Service daily client inquiries over the phone, online, and in-person, including scheduling meetings, managing calendars, and greeting clients
Work both independently and within a team environment to provide administrative support to the financial advisors and branch office
Open new client accounts, process money movement, and research information as needed
Ensure client paperwork and documentation is accurate prior to submission and processing
Follow up to ensure accurate completion
Create and maintain records and files utilizing Client Relationship Management (CRM) software
Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor
Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures
Performs other duties and responsibilities as assigned

Requirements:

Knowledge of Company’s working structure, policies, mission, and strategies
Knowledge of General office practices, procedures, and methods
Knowledge of Basic 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
Skill in Microsoft Office
Skill in Effective communication (in-person, virtual, phone and mail)
Ability to Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
Ability to Analyze and research account information
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
Ability to Take initiative and proactively follow up on submitted items to ensure completion
resolve errors, questions or concerns
Ability to Provide a high level of customer service in a calm and professional manner
Ability to Use mathematics sufficient to process account and transaction information
Ability to Use appropriate interpersonal styles and communicate effectively
Ability to Work both independently and as part of a team
Education: Bachelor’s degree preferred
Work Experience: General Experience - 3 to 6 years

Additional Information:

Job Posted:
March 10, 2026

Employment Type:

Fulltime

Work Type:

On-site work

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