Client Relationship Associate

The Client Relationship Associate plays a critical role in supporting the daily operations of the practice and delivering an exceptional client experience. This individual will work closely with advisors and clients while helping manage administrative, operational, and relationship management responsibilities.

This position is ideal for someone who enjoys building relationships, solving problems, managing projects, and coordinating details behind the scenes. Financial services experience is welcomed but not required. We are willing to train the right individual who demonstrates strong communication skills, initiative, and a desire to learn.

Key Responsibilities:

Client Service & Relationship Management

• Serve as a primary point of contact for clients and provide exceptional service.

• Answer incoming calls and assist clients with account-related requests.

• Schedule and coordinate client meetings and advisor calendars.

• Conduct proactive client outreach and follow-up regarding service needs and outstanding items.

• Ensure a professional and welcoming client experience.

Account Administration & Operations

• Process account paperwork and maintain accurate client records.

• Facilitate money movement requests and account maintenance activities.

• Coordinate with custodians, back-office partners, and third-party vendors.

• Manage incoming and outgoing mail, correspondence, and other administrative tasks.

• Assist with document preparation and operational workflows.

• Process trade requests in accordance with firm and regulatory guidelines.

Project Management & Team Support

• Track and coordinate projects to ensure timely completion.

• Help improve internal processes and operational efficiencies.

• Manage multiple competing priorities while maintaining attention to detail.

• Support advisors with special projects and practice initiatives.

Marketing & Client Engagement

• Assist with marketing campaigns and communications.

• Help coordinate client appreciation events and educational workshops.

• Support client engagement activities through proactive outreach and follow-up.

• Maintain marketing materials and assist with practice branding efforts.

Qualifications:

Desired Background

• Financial services, banking, wealth management, or client service experience preferred but not required.

• Strong administrative, organizational, and project management skills.

• Excellent verbal and written communication abilities.

• Ability to manage multiple priorities while maintaining attention to detail.

• Proficiency with Microsoft Office and technology platforms.

• Professional demeanor and strong client service mindset.

Personal Attributes

• Intrinsically motivated and self-directed.

• Eager to learn and grow professionally.

• Receptive to coaching and feedback.

• Strong problem-solving abilities.

• Proactive and dependable.

• Positive team-oriented attitude.

Benefits: Medical Insurance (50% paid for associate), vision, dental, 401k + 6% Match, PTO + Market holidays

Workstyle: Onsite

Travel: None

Boulder Creek Wealth Advisors (https://www.raymondjames.com/bouldercreekwealth) 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.

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.