Client Service Associate-Rockville, MD

Job Summary Raymond James is seeking a dynamic Client Service Associate who is motivated, detail oriented, and a creative problem solver to join our growing team. This role provides high‑quality, high‑touch administrative support to Financial Advisors, their prospective and existing clients, and branch staff. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in‑person, virtual) and the ability to organize, manage, and track multiple, detailed tasks with frequently changing priorities in a fast‑paced, task‑oriented environment. Essential Duties and Responsibilities Provide a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients via phone, in‑person, virtual calls, and mailings. Support Financial Advisors and branch office independently or as part of a team. Process client financial transactions and advisor and office expense reports with high accuracy. Open new client accounts and research client and security information using internal databases and tools. Ensure client paperwork and documentation are accurate, complete, and compliant before submission. Prepare letters, forms, and reports to service existing clients and prospect new clients. Create and maintain records and files utilizing Client Relationship Management (CRM) software. Assist Advisors with marketing efforts, including seminars and client‑facing events. Enter orders at the direction of the Advisor when required. Engage in training, cross‑training, and professional development to stay current on policies and procedures. Perform additional duties as assigned. Knowledge Company structure, policies, mission, and strategies. General office practices, procedures, and methods. Investment concepts and securities industry practices. Financial markets, products, and industry regulations. Skills Proficiency with CRM or similar contact‑management software. Excel, including development of spreadsheets for reporting. Effective communication across multiple platforms (in‑person, virtual, phone, mail). Operation of standard office equipment and required software applications. Account information analysis and research. Task organization, prioritization, and management in a fast‑paced environment. Initiative and proactive follow‑up on submitted items. Stress management and high‑level customer service. Problem analysis and solution development. Mathematical proficiency for account and transaction processing. Interpersonal communication with all organizational levels. Collaboration as part of a cohesive team. Education & Experience High school diploma or equivalent required. One (1) or more years of securities industry or related work experience preferred; equivalent combination of experience, education, and/or training acceptable. General experience required: 13 months to 3 years. Certifications None listed. Salary Range $45,000.00–$70,000.00 per year. Travel & Workstyle Travel: less than 25%. Workstyle: Hybrid. Benefits This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility and specific offerings may vary by position and employment status. Equal Opportunity Employer The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Behaviors and Values Grow professionally and inspire others to do the same. Work collaboratively to achieve desired outcomes. Make prompt, pragmatic choices and act with the client in mind. Take ownership and hold ourselves and others accountable for delivering results that matter. Contribute to the continuous evolution of the firm. #J-18808-Ljbffr 100 Raymond James & Associates, Inc.