Client Service Associate Job at Raymond James (Oakhurst)

Client Service Associate

Raymond James

Location:
United States , Oakhurst

Category:
Finance

Contract Type:
Not provided

Salary:

45000.00 - 60000.00 USD / Year

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Job Description:

At Grande Financial Services, when you work with one of us, you work with our entire team. As we grow, we are seeking a highly organized and detail-oriented Client Service Associate to provide exceptional support to our clients, Financial Advisors and branch associates. This client-facing role is essential to delivering outstanding experience through proactive communication, scheduling, and service coordination. If you are passionate about delivering exceptional client service and thrive in a dynamic team environment, we’d love to hear from you. Apply today – the future is at your fingertips!

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 dynamic 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
Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor
Create and maintain records and files utilizing Client Relationship Management (CRM) software
Assist with compliance documentation and recordkeeping
Coordinate mailings and gifting
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 and insurance industry
Knowledge of Financial markets, products and industry regulations
Skill in Client Relationship Management (CRM) software
Skill in Microsoft Office
Skill in AI technology
Skill in Effective communication (in-person, virtual, phone and mail)
Ability to Operate standard office equipment and use 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 Take initiative and proactively follow up on submitted items
Ability to Provide a high level of customer service
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
Bachelor’s degree preferred, or equivalent years of related experience
General Experience - 13 months to 3 years

Additional Information:

Job Posted:
March 10, 2026

Employment Type:

Fulltime

Work Type:

On-site work

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