Client Service Associate

Client Service Associate

Job Description

The office of Raymond James Financial Services - Douglas Brown and Kimberly Phelps is growing to keep up with demand for our comprehensive financial planning services, and we are seeking a dedicated and detail-oriented professional to join our team as a Client Service Associate.

This essential role helps to provide high-quality administrative support to prospective and existing clients and other branch staff team members as a key point of contact. You will assist in researching and resolving moderately complex issues, ensuring timely and accurate solutions that enhance the client experience. You will also oversee social media and email marketing for the Financial Advisors, with opportunities to recommend marketing strategies to increase the digital presence and visibility of the business. This position involves frequent interaction with clients and team members, requiring strong communication skills, attention to detail, and a collaborative mindset. Your commitment to delivering exceptional service will help strengthen client relationships and support overall business success. Applicants should be self-motivated and true team players.

Essential Duties and Responsibilities:

• Serve as the first point of contact to service a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
• Work both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
• Manage client onboarding and account setup, conduct research using internal systems, oversee asset transfers for accuracy, and monitor account alerts to ensure timely resolution.
• Assist Financial Advisors with marketing efforts, including social media and email marketing as well as client-facing events.
• Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
• Organize own work schedule each day in line with changing priorities.
• Perform other duties and responsibilities as assigned.
• Demonstrate integrity, a dedicated work ethic, and a desire to help others.

Skills:

• Take ownership of client inquiries using critical thinking to find an appropriate solution.
• Use clear and effective verbal and written communication skills to express ideas, request actions and formulate plans or policies.
• Foster strong client relationships by delivering positive, personalized experiences that leave clients feeling understood, appreciated, and confident in the firm’s capabilities.
• Plan, organize, prioritize and oversee activities to efficiently meet business objectives.
• Engage with and feel comfortable using social media platforms and email marketing with an aptitude for developing marketing strategies.

Raymond James Financial Services - Douglas Brown & Kimberly Phelps and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.

Education/Work Experience

• Associate's Degree a minimum of 4 years administrative, office experience
• Preference for degrees in areas of Finance and/or Marketing

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

At Raymond James -- as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Who to Contact:

Kimberly Phelps (231) 753-2580 Kimberly.Phelps@RaymondJames.com

434 E Lake St, Petoskey, MI 49770

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC

Job Type: Full-time

Pay: $39,000.00 - $43,000.00 per year

Work Location: In person

Salary : $39,000 - $43,000