Women’s Alliance Opportunities Board

About the Role:
We are seeking a highly organized, client-focused Client Service Associate to join our dynamic Wealth Management Practice. This role is essential to ensuring a seamless client experience and supporting the operational efficiency of our financial advisory team. The Client Service Associate serves as the trusted primary contact for all client relationships. The ideal candidate will be proactive, detail-oriented, and passionate about delivering exceptional service in a fast-paced, client-centric environment.

Key Responsibilities:

• Client Service & Account Management
• Administrative & Operational Support
• Support Marketing & Business Development projects at the guidance of the Financial Advising team.
  
  

Key Qualities for Success:

• Relationship Builder: You have a natural ability to build trust and rapport with clients and colleagues.
• Financially Fit: You understand the basics of financial services and are comfortable working with financial data and terminology.
• Problem Solver: You approach challenges with a “figure it out” mindset, showing initiative and resourcefulness when troubleshooting issues.
• Detail-Oriented: You take pride in accuracy and follow-through, especially when handling sensitive client information.
• Team-Oriented: You thrive in a collaborative environment and are motivated by helping others succeed.
  
  

Job Requirements
The following requirements are job contingent

1. Begin studying for the SIE (Securities Industry Essential) on or before month 3, with the requirement for a passed SIE Exam by month 4
2. Determine when the S7 and S66 studying starts, with the licensing required by month 15. Bonus available for becoming fully licensed in first attempts (SIE,S7,S66) within first 10 months

Contact: Amanda Schneider / amanda.schneider@raymonjames.com