Client Service Associate

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. #J-18808-Ljbffr Raymond James Financial Services