Client Service Associate

130 Raymond James Financial Services, Inc.; Town Center (TX); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical Insurance

Retirement

PTO

Job summary

Raymond James Financial Services, Inc. is seeking a Client Service Associate to support financial advisors and the branch office. You will handle daily client inquiries by phone and in person, schedule meetings, greet clients, and provide administrative support to the team.

The role requires attention to detail, teamwork, and the ability to work independently. You will open new client accounts, process money movement, prepare letters and reports, and maintain CRM records while pursuing ongoing

Qualifications

• 3+ years of industry experience
• Bachelor's degree preferred
• Onsite work environment

Responsibilities

• Answer daily client inquiries by phone and in person, schedule meetings, and greet clients.
• Provide administrative support to financial advisors and branch office.
• Open new client accounts, process money movement, and research information as needed.
• Ensure client paperwork and documentation are accurate before submission and processing; follow up for completion.
• Prepare letters, forms, and reports to assist servicing existing clients and prospecting new clients.
• Maintain records and files using CRM software; generate business summaries for advisors.

Skills

Effective communication

Teamwork

Analytical skills

Attention to detail

Customer service

Multi-tasking

Education

Bachelor's degree

Tools

CRM software

Microsoft Office

Job description

Job Description Summary

McLinden Financial is a diverse team, united behind our clients’ goals. We believe in hard work, integrity, and a collaborative approach to each day. We are seeking a Client Service Associate with shared values to join our team. The ideal candidate is detail-oriented, professional, and can work independently as well as part of a team. They are a lifelong learner and share our client‑centric vision. We offer a competitive benefits package and an environment for professional and personal development. By joining us, you’re joining a team who cares!

Essential Duties and Responsibilities

• Services daily client inquiries over the phone and in‑person, including scheduling meetings and greeting clients
• Works both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office
• Opens new client accounts, process money movement, and researches information as needed
• Ensures client paperwork and documentation is accurate prior to submission and processing. Follows up to ensure accurate completion
• Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients
• Prepares various business summary reports and client‑specific reporting as needed for review by the financial advisor
• Creates and maintains records and files utilizing Client Relationship Management (CRM) software
• Actively engages 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

Knowledge, Skills, and Abilities

• Knowledge of Company’s working structure, policies, mission, and strategies
• General office practices, procedures, and methods
• Basic investment concepts, practices and procedures used in the securities industry
• Financial markets, products and industry regulations
• Skill in Client Relationship Management (CRM) software
• Microsoft Office
• Effective communication (in‑person, virtual, phone and mail)
• Ability to operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
• Analyze and research account information
• Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast‑paced, task‑oriented work environment
• Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns
• Handle stressful situations and provide a high level of customer service in a calm and professional manner
• Analyze problems and establish solutions in a fast‑paced environment
• Use mathematics sufficient to process account and transaction information
• Use appropriate interpersonal styles and communicate effectively
• Work both independently and as part of a team
• Provide a high level of customer service

Experience Requirements

3+ years of industry experience

Licenses/Certifications

Series 7 preferred

Education Requirements

Bachelor's degree preferred

Workstyle

Onsite

Travel

Less than 10% - which may include continuing education and conferences

Benefits

• Medical Insurance
• Retirement
• PTO

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.

Raymond James Guiding Behaviors and Expectations

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.

We expect our associates at all levels to:

• 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 matter
• Contribute to the continuous evolution of the firm

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

Our business is deeply focused on people and their financial well‑being.

We’re committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren’t mutually exclusive.

As an established but ever‑evolving company, you can start – or continue – growing your career here.

We invest in you with wide‑ranging benefits and the support of leaders and colleagues who care.

From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.

Our people‑first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.