Client Service Associate

Job Description

Job Description

Job Summary

The Client Service Associate plays a vital role in supporting Financial Advisors and providing exceptional service to clients within a small, family-owned Raymond James office located in West Seattle. This position serves as a primary point of contact for prospective and existing clients, assisting with account maintenance, client service requests, operational functions, and administrative support. The ideal candidate is detail-oriented, highly organized, personable, and committed to delivering superior client experience while contributing to a collaborative, close-knit team environment. We are seeking someone who brings a positive attitude, strong interpersonal skills, and a willingness to learn and grow within the financial services industry. This is a full-time, office-based position that requires in-person attendance during normal business hours. Remote and hybrid work arrangements are not available.

Skills and Specifications

• Ability to analyze and research client account information accurately and efficiently.
• Proficiency in operating standard office equipment and software applications to produce correspondence, reports, electronic communications, spreadsheets, and databases.
• Strong verbal and written communication skills with the ability to communicate effectively across all organizational levels.
• Demonstrated ability to provide a high level of customer service and build positive client relationships.
• Excellent organizational skills with strong attention to detail and accuracy.
• Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment.
• Strong problem-solving and critical-thinking skills.
• Positive attitude, professional demeanor, and a collaborative approach to working with clients and team members.
• Demonstrated willingness to learn new systems, processes, and industry knowledge.
• Self-motivated with a strong work ethic and desire to contribute to the success of a small team.
• Ability to maintain confidentiality and handle sensitive client information with discretion.

 

Education/Previous Experience Requirements

Required

• High School Diploma or equivalent.
• Minimum of 1–3 years of customer service, administrative, banking, financial services, or related experience.

Preferred

• Associate or bachelor’s degree in business, Finance, Economics, Communications, or a related field.
• Previous experience in a brokerage, wealth management, banking, or financial services environment.
• Knowledge of investment accounts and financial services operations.

 

Candidates with a strong customer service background, positive attitude, and eagerness to learn will be considered, even if they have limited experience in the financial services industry.

 

Licenses/Certifications

Required

• None.

Preferred

• FINRA Securities Industry Essentials (SIE) certification.
• FINRA Series 7 and/or Series 66 licenses, or the ability to obtain licenses as required by the firm.
• Additional industry registrations or certifications relevant to the role.

 

Working Conditions

• This position is based in our West Seattle branch office and requires full-time, in-person attendance during normal business hours.
• Standard business hours are Monday through Friday.
• Frequent interaction with clients, Financial Advisors, and internal business partners.
• Regular use of computers, telephones, and standard office equipment.
• Ability to sit for extended periods and perform routine office tasks.
• May require occasional attendance at client events, training programs, or branch meetings.