Client Service Associate

130 Raymond James Financial Services, Inc.; Wilmington (NC); On-site; USD 48,000 - 64,000; Full time

Benefits offered by this job

Medical Insurance

Stipend

Retirement + Match

PTO + Market Holidays

Job summary

Sound Harbor Wealth Partners is seeking a Client Service Associate to thrive in a team-driven, client-focused environment. The role emphasizes strong communication and back-office operations, with daily client contact and support for financial advisors.

The ideal candidate will handle account openings, money movements, and CRM record-keeping while maintaining professionalism across in-person, phone, and virtual channels.

Qualifications

• Experience with CRM platforms and client data management.
• Strong verbal and written communication skills.
• Ability to manage multiple tasks in a fast-paced financial services environment.

Responsibilities

• Interact with clients by phone, in person, virtually, or by mail to handle inquiries and schedule meetings.
• Support financial advisors and branch staff in daily operations and back-office tasks.
• Open new client accounts and process money movements as directed.
• Maintain accurate client records in CRM and other systems.
• Engage in training and cross-training to stay current on policies and procedures.
• Assist with placing trades and overseeing office inventory.

Skills

CRM software

Microsoft Office 365

Customer service

Communication

Time management

Teamwork

Job description

Job Description Summary Sound Harbor Wealth Partners is a nationally recognized team with a boutique feel yet the backing from a Fortune 500 infrastructure. Small yet mighty, we work collectively as a team to ensure our clients’ needs are met. As we are evolving, we are seeking a Client Service Associate who thrives in a team environment. The ideal candidate is also strong in both communication and back-office operations/administration. Are you ready to connect?

Essential Duties and Responsibilities

• Daily interactions with clients, including basic inquiries, account information, and scheduling of meetings, on the phone, in-person, virtually and through mailings.
• Works both independently and within a team environment to provide crucial support to the financial advisors and branch office.
• Open new client accounts, process money movement, and research information as needed
• 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 firm and industry policies and procedures.
• Placing trades as directed by, and on behalf of Wealth Partner
• Manage and oversee office inventory
• 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.
• Skill in Client Relationship Management (CRM) software, or similar contact management software.
• Microsoft Office 365 applications
• Effective communication across multiple client platforms (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.
• Identify time sensitive items and assess competing priorities.
• Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
• Provide a high level of customer service in a calm, professional manner.
• Use mathematics sufficient to process account and transaction information.
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
• Work both independently and as part of a cohesive team.
• Provide a high level of customer service.

Experience

• 5+ years of general office experience

Workstyle

• Onsite Travel: Optional travel for 2 (two) client events per year
• Travel Less than 25%
• Workstyle Resident

Benefits

• Medical Insurance
• Stipend
• Retirement + Match
• PTO + Market Holidays

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.

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.

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.

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.

#LI-LS1 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.

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.