Client Relations & Operations Specialist

Raymond James; Glendale (CO); On-site; USD 58,000 - 80,000; Full time

Benefits offered by this job

Medical Insurance (50% paid)

Vision

Dental

401k + Match

PTO + Market holidays

Job summary

Raymond James invites applications for a Client Relationship Associate to support daily practice operations and deliver exceptional client experiences. You will collaborate with advisors and clients, handling administrative, operational, and relationship tasks within a training-friendly environment.

The role emphasizes strong communication, organization, and a client-first mindset, with onsite work and potential for involvement in marketing and events.

Qualifications

• Strong administrative, organizational, and project management skills.
• Excellent verbal and written communication abilities.
• Ability to manage multiple priorities while maintaining attention to detail.
• Proficiency with Microsoft Office and technology platforms.
• Professional demeanor and strong client service mindset.

Responsibilities

• Serve as a primary contact for clients and provide exceptional service.
• Answer calls and assist clients with account-related requests.
• Schedule and coordinate client meetings and advisor calendars.
• Coordinate with custodians, back-office partners, and vendors.
• Process account paperwork and maintain accurate client records.
• Manage money movement requests and account maintenance.
• Track and coordinate projects to ensure timely completion.
• Support advisors with special projects and practice initiatives.
• Assist with marketing campaigns and client communications.

Skills

Administrative skills

Organizational skills

Project management

Communication skills

Client service mindset

Tools

Microsoft Office

Job description

Raymond James invites applications for a Client Relationship Associate to support daily practice operations and deliver exceptional client experiences. You will collaborate with advisors and clients, handling administrative, operational, and relationship tasks within a training-friendly environment.

The role emphasizes strong communication, organization, and a client-first mindset, with onsite work and potential for involvement in marketing and events.