... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... development opportunities to remain current on firm and industry policies and procedures.
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... development opportunities to remain current on firm and industry policies and procedures.
Associate Director, Business Development & Conference Services Wayne State University is searching ... Conduct site tours, sales presentations, and client meetings; represent the university at trade ...
Associate Director, Business Development & Conference Services Wayne State University is searching ... Conduct site tours, sales presentations, and client meetings; represent the university at trade ...
Whether it's providing elite client service or continuously striving to improve, our pillars ... Paid training and career development * Medical, dental, vision and life insurance * 401k with ...
Quick apply
Whether it's providing elite client service or continuously striving to improve, our pillars ... Paid training and career development * Medical, dental, vision and life insurance * 401k with ...
... associate-level attorneys interested in supporting a sophisticated and growing client base in the ... Attorneys are encouraged to take an active role in client development, practice growth, and ...
Quick apply
... associate-level attorneys interested in supporting a sophisticated and growing client base in the ... Attorneys are encouraged to take an active role in client development, practice growth, and ...
Business Innovation Group - Rotational Development Program
Pontiac, MI ยท On-site
$44K - $60K/yr
Whether it's providing elite client service or continuously striving to improve, our pillars ... Paid training and career development * Medical, dental, vision and life insurance * 401k with ...
Quick apply
Business Innovation Group - Rotational Development Program
Pontiac, MI ยท On-site
$44K - $60K/yr
Whether it's providing elite client service or continuously striving to improve, our pillars ... Paid training and career development * Medical, dental, vision and life insurance * 401k with ...
Learn how each area contributes to delivering an exceptional client experience * Partner with ... Paid training and career development * Medical, dental, vision and life insurance * 401k with ...
Learn how each area contributes to delivering an exceptional client experience * Partner with ... Paid training and career development * Medical, dental, vision and life insurance * 401k with ...
Job Purpose The Associate Director, Business Development & Conference Services provides strategic ... Conduct site tours, sales presentations, and client meetings; represent the university at trade ...
Job Purpose The Associate Director, Business Development & Conference Services provides strategic ... Conduct site tours, sales presentations, and client meetings; represent the university at trade ...
Client Service & Operations Associate
Bloomfield Hills, MI ยท On-site
$65K - $75K/yr
Description Client Service & Operations Associate Location: Bloomfield Hills, MI Type: Full-Time, ... PTO * On-the-job training and professional development * A culture that values focus during the ...
Client Service & Operations Associate
Bloomfield Hills, MI ยท On-site
$65K - $75K/yr
Description Client Service & Operations Associate Location: Bloomfield Hills, MI Type: Full-Time, ... PTO * On-the-job training and professional development * A culture that values focus during the ...
Overview The Client Operations department manages client-specific operational tasks across practice ... Lead Supervisor and Sr. Associate's career development via teaching tasks and coaching skills
Overview The Client Operations department manages client-specific operational tasks across practice ... Lead Supervisor and Sr. Associate's career development via teaching tasks and coaching skills
Overview The Client Operations department manages client-specific operational tasks across practice ... Lead Supervisor and Sr. Associate's career development via teaching tasks and coaching skills
Overview The Client Operations department manages client-specific operational tasks across practice ... Lead Supervisor and Sr. Associate's career development via teaching tasks and coaching skills
Client Service Associate - Employee Benefits
Detroit, MI ยท On-site
$14.25 - $19.75/hr
The Client Service Associate will begin their client service insurance brokerage training and development journey in Hylant's Foundations Training & Development Program. This program offers a robust ...
Client Service Associate - Employee Benefits
Detroit, MI ยท On-site
$14.25 - $19.75/hr
The Client Service Associate will begin their client service insurance brokerage training and development journey in Hylant's Foundations Training & Development Program. This program offers a robust ...
Client Service Associate - Employee Benefits
$14.25 - $19.75/hr
The Client Service Associate will begin their client service insurance brokerage training and development journey in Hylant's Foundations Training & Development Program. This program offers a robust ...
Client Service Associate - Employee Benefits
$14.25 - $19.75/hr
The Client Service Associate will begin their client service insurance brokerage training and development journey in Hylant's Foundations Training & Development Program. This program offers a robust ...
Client Service Associate
$13.50 - $18.75/hr
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... development opportunities to remain current on firm and industry policies and procedures.
Client Service Associate
$13.50 - $18.75/hr
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... development opportunities to remain current on firm and industry policies and procedures.
Client Service Associate
Grosse Pointe Farms, MI ยท On-site
$13.75 - $18.75/hr
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... development opportunities to remain current on firm and industry policies and procedures.
Client Service Associate
Grosse Pointe Farms, MI ยท On-site
$13.75 - $18.75/hr
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... development opportunities to remain current on firm and industry policies and procedures.
Client Service Associate
$13.75 - $18.75/hr
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... development opportunities to remain current on firm and industry policies and procedures.
Client Service Associate
$13.75 - $18.75/hr
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... development opportunities to remain current on firm and industry policies and procedures.
Client Service Associate
Novi, MI ยท On-site
$13.50 - $18.75/hr
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... development opportunities to remain current on firm and industry policies and procedures.
Client Service Associate
Novi, MI ยท On-site
$13.50 - $18.75/hr
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... development opportunities to remain current on firm and industry policies and procedures.
Senior Audit Associate (Client Service)
$77K - $94K/yr
... associates on scheduling issues or delays, mitigating excessive billable hours posted to WIP ... Participate in client meetings, presentations, and business development activities as appropriate.
New
Quick apply
Senior Audit Associate (Client Service)
$77K - $94K/yr
... associates on scheduling issues or delays, mitigating excessive billable hours posted to WIP ... Participate in client meetings, presentations, and business development activities as appropriate.
New
Senior Audit Associate (Client Service)
$76K - $94K/yr
... associates on scheduling issues or delays, mitigating excessive billable hours posted to WIP ... Participate in client meetings, presentations, and business development activities as appropriate.
New
Senior Audit Associate (Client Service)
$76K - $94K/yr
... associates on scheduling issues or delays, mitigating excessive billable hours posted to WIP ... Participate in client meetings, presentations, and business development activities as appropriate.
New
Senior Audit Associate (Client Service)
Troy, MI ยท On-site
$77K - $94K/yr
... associates on scheduling issues or delays, mitigating excessive billable hours posted to WIP ... Participate in client meetings, presentations, and business development activities as appropriate.
Senior Audit Associate (Client Service)
Troy, MI ยท On-site
$77K - $94K/yr
... associates on scheduling issues or delays, mitigating excessive billable hours posted to WIP ... Participate in client meetings, presentations, and business development activities as appropriate.
Client Administration Associate, Retirement Plan Consulting
Detroit, MI ยท On-site
$17.25 - $21.50/hr
Client Administration Associate, Retirement Plan Consulting The Client Administration Associate ... Sales & Business Development Support Provide administrative support for new business and ...
Client Administration Associate, Retirement Plan Consulting
Detroit, MI ยท On-site
$17.25 - $21.50/hr
Client Administration Associate, Retirement Plan Consulting The Client Administration Associate ... Sales & Business Development Support Provide administrative support for new business and ...
Client Development Associate information
See Detroit, MI salary details
$5.23 - $8.18
0% of jobs
$8.18 - $11.14
0% of jobs
$11.14 - $14.10
5% of jobs
$15.16 is the 25th percentile. Wages below this are outliers.
$14.10 - $17.06
55% of jobs
$17.06 - $20.02
3% of jobs
$20.02 - $22.98
3% of jobs
$25.93 is the 75th percentile. Wages above this are outliers.
$22.98 - $25.93
8% of jobs
$25.93 - $28.89
8% of jobs
$28.89 - $31.85
16% of jobs
$31.85 - $34.81
0% of jobs
$34.81 - $37.77
1% of jobs
$5
$22
$37
How much do client development associate jobs pay per hour?
What are the key skills and qualifications needed to thrive as a Client Development Associate, and why are they important?
How do Client Development Associates typically collaborate with sales and account management teams?
What does a Client Development Associate do?
What is the difference between Client Development Associate vs Business Development Representative?
| Aspect | Client Development Associate | Business Development Representative |
|---|---|---|
| Primary Focus | Building and maintaining client relationships, account management | Generating new leads, prospecting, and closing new business |
| Required Skills | Communication, relationship management, client service | Sales, prospecting, negotiation |
| Work Environment | Client-facing, account management teams | Sales teams, outreach-focused roles |
| Common Certifications | None specific, often related to industry certifications |
The Client Development Associate primarily focuses on nurturing existing client relationships and account management, while the Business Development Representative concentrates on generating new leads and closing new deals. Both roles require strong communication skills, but their core responsibilities differ in client retention versus new business acquisition.
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Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 26 days ago
Job description
Job Description
Job Summary
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!
Responsibilities:
- Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
- Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
- Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
- Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
- Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received.
- Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns.
- Reviews, assesses and responds to all corporate action items and client account alerts.
- Prepares financial reports, spreadsheets and other materials for client meetings.
- Inputs orders and rebalances portfolios on behalf of the Financial Advisors.
- Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
- Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
- Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
- Performs other duties and responsibilities as assigned.
Skills:
- Company's working structure, policies, mission, and strategies.
- Managed account platforms.
- General office practices, procedures, and methods.
- Investment concepts, practices and procedures used in the securities industry.
- Financial markets, products and industry regulations.
- Trading terminology.
- Client Relationship Management (CRM) software, or similar contact management software.
- Goal planning software.
- Excel, including developing spreadsheets as needed and for ongoing reporting.
- Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
- Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
- Analyze and research account information.
- Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
- Identify time sensitive items and assess competing priorities.
- Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
- Handle stressful situations and provide a high level of customer service in a calm and professional manner.
- Analyze problems and establish solutions in a fast paced environment.
- Use mathematics sufficient to process account and transaction information.
- Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
- Work both independently and as part of a cohesive team.
- Provide a high level of customer service.
Education/Previous Experience
- High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications
- SIE required provided that an exemption or grandfathering cannot be applied.
- Series 7 required.
- Series 63, 65 and/or 66 as required by state.
Education
High School (HS) (Required)
Work Experience
General Experience - 7 to 12 months
Certifications
s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
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:
โข Grow professionally and inspire others to do the same
โข Work with and through others to achieve desired outcomes
โข Make prompt, pragmatic choices and act with the client in mind
โข Take ownership and hold themselves and others accountable for delivering results that matter
โข 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.
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About Raymond James & Associates The Woodlands, TX
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1 - 10 Employees
Headquarters location
The Woodlands, TX, US
Year founded
1966