Senior Client Relations Associate

2 weeks ago


Newport Beach, California, United States Raymond James Financial Full time

Position Overview
With a legacy of over 60 years in the Financial Services sector, Raymond James is on the lookout for a proactive Senior Client Service Associate. This role is based in Newport Beach, CA, and is ideal for individuals who are detail-oriented and possess strong problem-solving skills. The successful candidate will deliver exceptional administrative support to Financial Advisors and clients, navigating a dynamic and fast-paced work environment.

Key Responsibilities

  1. Act as the main point of contact for numerous daily client interactions, addressing inquiries, providing information, and coordinating meetings.
  2. Implement standardized procedures for client onboarding and investment oversight.
  3. Oversee trading operations, alternative investments, and international accounts.
  4. Contribute to client meetings alongside Financial Advisors.
  5. Assist in financial planning and expense management.
  6. Create reports aimed at improving operational efficiency and performance metrics.
  7. Facilitate the onboarding process for new clients, ensuring compliance with regulatory standards.
  8. Engage in continuous learning and development to remain informed about industry regulations.
  9. Provide mentorship to junior staff and enhance team productivity.
  10. Carry out additional responsibilities as assigned.

Qualifications
Knowledge, Skills, and Abilities
Knowledge of

  • Organizational structure, policies, and investment principles.
  • Office procedures, financial markets, and trading vocabulary.
Skills in
  • Client Relationship Management software, Excel, and effective communication techniques.
Ability to
  • Operate office technology, manage multiple tasks efficiently, analyze data, and deliver outstanding customer service.
  • Handle high-pressure situations, prioritize effectively, and work both independently and collaboratively.

Educational and Experience Requirements

  • High School Diploma with a minimum of five years in financial services.
  • OR
    An equivalent combination of education and experience approved by Human Resources.

Licenses and Certifications

  • Securities Industry Essentials (SIE), Series 7, Series 63, 65, or 66 as applicable.
  • Capability to obtain additional state registrations for securities and advisory services.


  • Newport Beach, California, United States Corient Private Wealth LLC Full time

    Become a part of a team that champions your aspirations and nurtures your professional journey At Corient Private Wealth LLC, we assist high-net-worth individuals and families in leading fulfilling lives while safeguarding their wealth for future generations. Our mission is to surpass expectations, simplify complexities, and build enduring legacies. We are...


  • Newport Beach, California, United States Raymond James Financial Full time

    Position OverviewWith over six decades of esteemed service in the Financial Services sector, Raymond James is on the lookout for a proactive Senior Client Service Associate. This role is essential in providing exceptional administrative assistance to Financial Advisors and clients, navigating a variety of platforms. The successful candidate will thrive in a...


  • Newport Beach, California, United States Century Communities Full time

    Position Overview*Role at Century Communities*About Century CommunitiesAs one of the leading homebuilders in the United States, recognized for our rapid growth and innovative approach, we are committed to equipping our team with the necessary resources, opportunities, and benefits to foster a successful and fulfilling career.Benefits We ProvideOur team...


  • Newport Beach, California, United States Green Street Advisors LLC Full time

    Job OverviewAs a Senior Associate in Customer Success, your primary focus will be to ensure the long-term success and value delivery for our clientele. You will manage Customer Success initiatives across essential client interactions, which include onboarding new users, providing support and training, and reaching out to clients at risk of disengagement.Key...


  • Newport Beach, California, United States Meier Law Firm Full time

    Job OverviewWe are seeking a highly skilled and detail-oriented individual to join our team as a Client Services Associate. This role will be responsible for providing exceptional customer service, administrative support, and operational coordination to ensure the smooth day-to-day functioning of our office.Key ResponsibilitiesCustomer Service: Serve as the...


  • Newport Beach, California, United States Pacific Investment Management Company, LLC Full time

    About the RolePacific Investment Management Company, LLC is recognized as a premier authority in active fixed income investment strategies, possessing profound knowledge across both public and private market sectors.Key ResponsibilitiesManage and nurture client relationships to ensure satisfaction and retention.Collaborate with internal teams to deliver...


  • Newport Beach, California, United States Green Street Advisors LLC Full time

    Job OverviewAs a Senior Associate in Customer Success, your primary objective will be to ensure sustained success and value for our clientele. You will manage Customer Success initiatives across critical client interactions, including onboarding new users, providing support and training, and reaching out to clients at risk of disengagement.Key...


  • Newport Beach, California, United States Alliance Resource Group Inc Full time

    Position: Senior Accounting AssociateWork Arrangement: Hybrid (2-3 days per week)Location: Irvine/Newport BeachOverview: Alliance Resource Group Inc is collaborating with a prominent real estate and investment organization seeking to enhance their team with a Senior Accounting Associate due to internal advancement. This role involves close collaboration with...


  • Manhattan Beach, California, United States Caring Transitions Full time

    Client Relations Specialist at Caring TransitionsAt Caring Transitions, we are committed to enhancing the lives of seniors and families by providing essential services such as downsizing, relocation, and decluttering. As a Client Relations Specialist, you will be instrumental in forging new connections and generating leads within your designated territory to...


  • Newport Beach, California, United States PIMCO Full time

    Senior Associate, Client BillingPIMCO, a global leader in active fixed income, seeks a highly motivated and intellectually curious professional to join its team of revenue experts as a Senior Associate in the Client Billing department.Key Responsibilities:Calculate and produce specialized fixed and incentive investment management fee invoices according to...


  • Solana Beach, California, United States ZipRecruiter Full time

    Customer Support AssociateSalary: $20.35 per hour / $41,005.25 annuallyAbout Us: At ZipRecruiter, we believe in empowering our employees to provide exceptional service to our clients. If you have a passion for assisting others and enjoy problem-solving, you may find a rewarding career with us.Your Role: As a Customer Support Associate, you will be the...


  • Newport Beach, California, United States UFC Gym Full time

    Position OverviewGENERAL SUMMARY: The Client Services Associate is expected to be exceptionally organized, professional, and proactive; a collaborative team member who adapts quickly, is highly detail-oriented, and operates efficiently with minimal oversight. This role is crucial for fostering membership growth for premier fitness clubs.KEY...


  • Newport Beach, California, United States CFA Institute Full time

    CFA Institute is a premier organization in the investment management industry, recognized for its commitment to excellence and integrity. We empower our clients by providing them with exceptional investment insights and solutions across various asset classes. Our culture promotes inclusivity and diverse perspectives, fostering an environment where innovative...

  • Client Relations

    2 weeks ago


    Newport Beach, California, United States Fletcher Jones Audi Full time

    Client Relations / Business Growth Specialist Fletcher Jones Audi is on the lookout for exceptional individuals to join our dynamic Business Development Call Center team. We pride ourselves on representing premier luxury automotive brands and are seeking customer service professionals who excel in communication and relationship-building. Work Environment Our...


  • Huntington Beach, California, United States CareWorks Health Services Full time

    Position OverviewCareWorks Health Services is in search of a dynamic Business Development Executive to enhance our outreach and service delivery. This role is perfect for an ambitious sales professional who is keen on maximizing their financial rewards while positively impacting the lives of seniors through our reputable agency.Key ResponsibilitiesContract...


  • Newport Beach, California, United States The Ladders Full time

    Position at The Ladders About The LaddersAs a leader in the career advancement industry, we are committed to providing our team with the necessary resources, opportunities, and benefits to foster a successful and fulfilling career. Benefits We Offer Our employees enjoy a comprehensive benefits package that includes health, dental, and vision insurance, a...


  • Newport Beach, California, United States CFA Institute Full time

    The CFA Institute is a prominent organization in the investment management sector, renowned for its expertise in financial analysis and investment strategies. We are committed to delivering exceptional service to our clients while fostering a culture of excellence and collaboration. Are you an analytical and driven professional eager to contribute...


  • Huntington Beach, California, United States David Yarbrough - State Farm Agent Full time

    Job OverviewROLE SUMMARY:David Yarbrough - State Farm Agent is in search of a detail-oriented and proactive individual to take on administrative responsibilities and assist insurance professionals in maintaining and expanding client relationships. As a member of our sales team, your meticulous nature, commitment to customer satisfaction, and sales acumen...


  • Newport Beach, California, United States CFA Institute Full time

    CFA Institute is a prominent organization in the finance sector, renowned for its expertise in investment management and financial analysis. We are committed to providing exceptional service to our clients while fostering a culture of excellence and collaboration. Are you an analytical and driven professional eager to make a significant contribution? The...


  • Newport Beach, California, United States CFA Institute Full time

    The CFA Institute is a premier organization in the finance sector, renowned for its expertise in investment management and financial analysis. We are committed to providing our clients with exceptional service and innovative solutions in the realm of investment fees and revenue management. Are you an analytical and driven professional eager to make a...