Client Relationship Associate

Raymond James • Glendale, CO

1d • Onsite

About The Position

The Client Relationship Associate supports the practice’s daily operations and helps deliver an exceptional client experience. Working closely with advisors and clients, the associate handles administrative, operational, relationship-management, project-coordination, and marketing support responsibilities. Financial services experience is welcome but not required; training is available for a candidate with strong communication skills, initiative, and a desire to learn. The position is onsite in Boulder Creek, with no travel required.

The role serves as a primary client contact, supports account administration and operational workflows, coordinates projects and practice initiatives, and assists with marketing and client engagement. The associate is expected to manage competing priorities with attention to detail and contribute to a professional, welcoming client experience.

The posted salary range is $57,783.96–$80,000.00. The posting lists medical insurance (50% paid for the associate), vision and dental coverage, a 401(k) with a 6% match, PTO, and market holidays. Boulder Creek Wealth Advisors and its employees are independent contractors with respect to Raymond James; if hired by the branch, employment and benefits are offered by the branch, not Raymond James. The description also notes that total compensation may include additional compensation, discretionary bonuses, or commissions, and that benefit eligibility and offerings may vary by position and employment status.

Requirements

• 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 a strong client service mindset.
• 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.

Nice To Haves

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

Responsibilities

• 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 on service needs and outstanding items.
• Maintain a professional and welcoming client experience.
• 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.
• 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.
• Assist with marketing campaigns and communications.
• Help coordinate client appreciation events and educational workshops.
• Support client engagement through proactive outreach and follow-up.
• Maintain marketing materials and assist with practice branding efforts.

Benefits

• Medical insurance (50% paid for associate)
• Vision insurance
• Dental insurance
• 401(k) with 6% match
• PTO
• Market holidays

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed