Client Relationship Associate

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

Benefits offered by this job

Medical Insurance (50% paid)

Vision

Dental

401k + 6% Match

PTO + Market holidays

Job summary

Boulder Creek Wealth Advisors seeks a Client Relationship Associate to support daily operations, partnering with advisors and clients to manage administrative, operational, and relationship tasks within the practice. This onsite role rewards strong communicators who enjoy problem solving, process improvements, and coordinating details.

Training is provided; prior financial services experience is welcome but not required.

Qualifications

• Experience in financial services or client service preferred but not required.
• Strong administrative, organizational, and project management skills.
• Excellent verbal and written communication abilities.
• Ability to manage multiple priorities with attention to detail.
• Proficiency with Microsoft Office and technology platforms.
• Professional demeanor and strong client service mindset.

Responsibilities

• Serve as primary point of contact for clients and provide exceptional service.
• Answer incoming calls and assist clients with account-related requests.
• Schedule and coordinate client meetings and advisor calendars.
• Conduct proactive client outreach and follow-up regarding service needs.
• Ensure a professional and welcoming client experience.
• Process account paperwork and maintain accurate client records.
• Facilitate money movement requests and account maintenance activities.
• Coordinate with custodians, back-office partners, and third-party vendors.
• Manage mail, correspondence, and other administrative tasks.
• Assist with document preparation and operational workflows.
• Process trade requests in line with firm and regulatory guidelines.
• Track and coordinate projects to ensure timely completion.
• Help improve internal processes and operational efficiencies.
• Manage multiple competing priorities while maintaining attention to detail.
• Support advisors with special projects and practice initiatives.
• Assist with marketing campaigns and communications.
• Help coordinate client appreciation events and educational workshops.
• Support client engagement activities through proactive outreach and follow-up.
• Maintain marketing materials and assist with practice branding efforts.

Skills

Financial services background

Administrative skills

Organizational skills

Project management

Excellent communication

Detail oriented

Microsoft Office

Tools

Microsoft Office

Job description

The Client Relationship Associate plays a critical role in supporting the daily operations of the practice and delivering an exceptional client experience. This individual will work closely with advisors and clients while helping manage administrative, operational, and relationship management responsibilities.

This position is ideal for someone who enjoys building relationships, solving problems, managing projects, and coordinating details behind the scenes. Financial services experience is welcomed but not required. We are willing to train the right individual who demonstrates strong communication skills, initiative, and a desire to learn.

Key Responsibilities

• Client Service & Relationship Management
  • Serve as a primary point of contact for clients and provide exceptional service.
  • Answer incoming calls and assist clients with account-related requests.
  • Schedule and coordinate client meetings and advisor calendars.
  • Conduct proactive client outreach and follow-up regarding service needs and outstanding items.
  • Ensure a professional and welcoming client experience.
• Account Administration & Operations
  • Process account paperwork and maintain accurate client records.
  • Facilitate money movement requests and account maintenance activities.
  • Coordinate with custodians, back-office partners, and third-party vendors.
  • Manage incoming and outgoing mail, correspondence, and other administrative tasks.
  • Assist with document preparation and operational workflows.
  • Process trade requests in accordance with firm and regulatory guidelines.
• Project Management & Team Support
  • Track and coordinate projects to ensure timely completion.
  • Help improve internal processes and operational efficiencies.
  • Manage multiple competing priorities while maintaining attention to detail.
  • Support advisors with special projects and practice initiatives.
• Marketing & Client Engagement
  • Assist with marketing campaigns and communications.
  • Help coordinate client appreciation events and educational workshops.
  • Support client engagement activities through proactive outreach and follow-up.
  • Maintain marketing materials and assist with practice branding efforts.

Qualifications

Desired Background

• Financial services, banking, wealth management, or client service experience preferred but not required.
• 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.

Personal Attributes

• Intrinsically motivated and self-directed.
• Eager to learn and grow professionally.
• Receptive to coaching and feedback.
• Strong problem-solving abilities.
• Proactive and dependable.
• Positive team-oriented attitude.

Benefits

Medical Insurance (50% paid for associate), vision, dental, 401k + 6% Match, PTO + Market holidays

Additional Benefits

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com

Workstyle

Onsite

Resident

Travel

None

Less than 25%

Salary Range

$57,783.96-$80,000.00

Company Information

Boulder Creek Wealth Advisors and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" includes but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.

PLEASE NOTE

The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.

Expectations

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that ma

Values

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.