Client Experience & Operations Specialist

130 Raymond James Financial Services, Inc.; Glendale (CA); On-site; USD 58,000 - 80,000; Full time

Benefits offered by this job

Medical Insurance

Vision

Dental

401k + Match

PTO

Market holidays

Job summary

Raymond James Financial Services, Inc. is seeking a Client Relationship Associate to support daily operations and deliver an excellent client experience in California.

You will work closely with advisors and clients, handling administrative tasks, account paperwork, and project coordination while helping to maintain strong relationships and a welcoming client experience. The role emphasizes communication, initiative, and learning, with training provided as needed.

Qualifications

• Financial services experience welcome but not required.
• Willing to train the right individual with strong communication skills and initiative.
• Strong administrative, organizational, and project management abilities.
• Excellent verbal and written communication skills.
• Proficiency with Microsoft Office and technology platforms.

Responsibilities

• Serve as primary point of contact for clients; provide exceptional service and manage account-related requests.
• Process account paperwork, maintain client records, and coordinate with custodians and back-office teams.
• Identify and track projects to improve processes and efficiency; support advisor initiatives.
• Assist with marketing campaigns, client events, and outreach to engage clients.

Skills

Client service

Administrative

Project management

Communication

MS Office

Job description

Raymond James Financial Services, Inc. is seeking a Client Relationship Associate to support daily operations and deliver an excellent client experience in California.

You will work closely with advisors and clients, handling administrative tasks, account paperwork, and project coordination while helping to maintain strong relationships and a welcoming client experience. The role emphasizes communication, initiative, and learning, with training provided as needed.