Client Relationship Associate

Mequon, Wisconsin - United States
Full-time
Posted Nov 13, 2026

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Skills

Communication

Job description

Job Description Summary

Job Description

About the Firm

Gentian Financial is a relationship-focused wealth management and retirement planning firm dedicated to helping clients define and achieve their version of True Wealth. The firm's approach goes beyond investment management, emphasizing retirement planning, tax-efficient strategies, estate planning, wealth transfer, and helping clients align their financial resources with the things that matter most in life. The team serves retirees, pre-retirees, business owners, executives, and affluent families through a highly personalized and collaborative planning process.

The culture at Gentian Financial is centered on continuous learning, personal growth, and long-term commitment. The team believes professional success should support a fulfilling life outside of work and invests heavily in employee development, education, and personal growth opportunities.

Position Summary

The Client Relationship Associate plays a critical role in supporting advisors and delivering exceptional client experience. This position is responsible for managing client service requests, coordinating account administration activities, and ensuring clients receive prompt, accurate, and proactive support throughout their relationship with the firm.

This is an ideal opportunity for someone who enjoys building relationships, thrives in a detailed and process-oriented environment, and wants to build a long-term career within wealth management. The successful candidate will work closely with advisors while serving as a key operational resource for clients and the team.

Key Responsibilities

Client Service & Relationship Support

•Serve as a primary point of contact for client service inquiries.

•Proactively communicate with clients regarding service requests, paperwork, and account updates.

•Schedule client meetings and coordinate advisor calendars.

•Conduct follow-up calls and ensure client requests are completed accurately and efficiently.

•Deliver an exceptional client experience through responsiveness, professionalism, and attention to detail.

Account Administration & Operations

•Facilitate money movement requests and account maintenance activities.

•Coordinate client onboarding and account opening processes.

•Gather, review, and process client paperwork.

•Assist with Required Minimum Distribution (RMD) processing and related client communications.

•Track outstanding documentation and ensure timely completion of requests.

•Maintain accurate client records and documentation.

Advisor Support

•Assist advisors with meeting preparation and post-meeting follow-up activities.

•Coordinate workflow items and action plans to ensure completion.

•Support client service initiatives and operational projects.

•Help advisors stay organized by managing tasks and service requests through completion.

Organization & Process Management

•Maintain detailed records in CRM and operational systems.

•Prioritize multiple requests while meeting deadlines.

•Monitor outstanding tasks and provide proactive updates.

•Identify opportunities to improve workflows and operational efficiency.

Qualifications

Preferred

•Wealth management, financial services, banking, or brokerage industry experience.

•Experience supporting Financial Advisors and client relationships.

•Series 7 license preferred or willingness to obtain licensing after hire.

•Experience with account administration, client onboarding, money movement, and service workflows.

Skills & Attributes

•Strong attention to detail and commitment to accuracy.

•Excellent organizational and prioritization skills.

•Professional and polished communication style.

•Strong follow-through and accountability.

•Coachable and receptive to feedback.

•Ability to learn new concepts, systems, and processes quickly.

•Proactive and dependable work ethic.

•Positive attitude and team-oriented mindset.

•Ability to manage multiple priorities simultaneously.

•Commitment to long-term professional growth and development.

Benefits: PTO Market holidays

Workstyle: Onsite

Travel: None

Gentian Financial 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.

Education

Work Experience

Certifications

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:

•Grow professionally and inspire others to do the same

•Work with and through others to achieve desired outcomes

•Make prompt, pragmatic choices and act with the client in mind

•Take ownership and hold themselves and others accountable for delivering results that matter

•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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