Kirkland, Washington, United States · On-site
$45k–$60k/yr
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 Client Service Associate who is…
Skills: Client Relationship Management (CRM), Microsoft Excel, Financial Transaction Processing, Client Servicing, Administrative Support
Kirkland, Washington, United States · On-site
$54k–$72k/yr
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar in…
Skills: Customer Service, Financial Planning, Account Administration, Critical Thinking, Attention To Detail
Chicago, Illinois, United States · On-site
$113k–$338k/yr
We Are: Accenture’s SAP practice, and we live to see how this can transform the way we live and work. We are the industry-leader for building SAP Retail and Fashion solutions and we’re curious and always learning. We are…
Skills: SAP Finance, SAP S/4HANA, Retail Industry Expertise, Grocery Sector Knowledge, Delivery Leadership
Kirkland, Washington, United States · On-site
$30/hr–$45/hr
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our c…
Skills: Relationship Management, Business Banking, Financial Consultation, Credit Analysis, Prospecting
Chicago, Illinois, United States · On-site
$54k–$206k/yr
We Are: Accenture is a global professional services company with leading capabilities in digital, cloud and security. Combining unmatched experience and specialized skills across more than 40 industries, we offer Strateg…
Skills: Finance Transformation, ERP Implementation, Fixed Asset Accounting, Capital Accounting, Process Design
Chicago, Illinois, United States · On-site
$54k–$206k/yr
We Are: Accenture is a global professional services company with leading capabilities in digital, cloud and security. Combining unmatched experience and specialized skills across more than 40 industries, we offer Strateg…
Skills: SAP S/4HANA Finance, General Ledger, Accounts Payable, Accounts Receivable, Asset Accounting
Chicago, Illinois, United States · On-site
$54k–$196k/yr
We Are: Accenture is a global professional services company with leading capabilities in digital, cloud and security. Combining unmatched experience and specialized skills across more than 40 industries, we offer Strateg…
Skills: Oracle Cloud ERP Financials, Oracle Fixed Assets, Finance Transformation, General Ledger, Accounts Payable
Kirkland, Washington, United States · On-site
Wage Range: $28.83 - $46.14 per hour Posted wage ranges represent the entire range from minimum to maximum. For jobs with more than one level, the posted range reflects the minimum of the lowest level and the maximum of …
Skills: ICD-10-CM Coding, CPT Coding, HCPCS Coding, Medical Abstracting, Denial Management
Chicago, Illinois, United States · On-site
$80k–$294k/yr
Job Description Accenture is a leading global professional services company that helps the world’s leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate r…
Skills: Revenue Cycle Management, Business Transformation, Patient Access, Revenue Integrity, Denials Management
Chicago, Illinois, United States · On-site
$80k–$294k/yr
Accenture is a leading global professional services company that helps the world’s leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth an…
Skills: Reimbursement Strategy, Payment Reform, Provider Finance, Medicaid Policy, Financial Sustainability Analysis
Chicago, Illinois, United States · On-site
$113k–$338k/yr
We Are: Accenture’s SAP practice, and we live to see how this can transform the way we live and work. We are the industry-leader for building SAP solutions and we’re curious and always learning. We bring reinvention to l…
Skills: SAP S/4HANA, Finance Transformation, Supply Chain Integration, Solution Architecture, SAP Product Costing
Chicago, Illinois, United States · On-site
$113k–$338k/yr
We Are: Accenture’s SAP practice, and we live to see how this can transform the way we live and work. We bring reinvention to life using design thinking, modern delivery methodologies, embedding AI into the way we delive…
Skills: SAP S/4HANA, Finance Transformation, Solution Architecture, Process Integration, Life Sciences Industry Knowledge
Chicago, Illinois, United States · On-site
$113k–$338k/yr
We Are: Are you ready to step into the heart of digital transformation in one of the world’s most critical — and most dynamic — industries? The Utilities Industry is transforming at unprecedented speed. Clean energy dema…
Skills: SAP Finance, S/4HANA Implementation, Finance Transformation, Solution Architecture, Business Case Development
Chicago, Illinois, United States · On-site
$113k–$338k/yr
We Are: Accenture’s SAP practice, and we live to see how this can transform the way we live and work. We are the industry-leader for building SAP Retail and Fashion solutions and we’re curious and always learning. We are…
Skills: SAP S/4HANA, Finance Transformation, Solution Architecture, Process Integration, Retail Industry Knowledge
Chicago, Illinois, United States · On-site
$113k–$338k/yr
We Are: Accenture’s SAP practice, and we live to see how this can transform the way we live and work. We are the industry-leader for building SAP Retail and Fashion solutions and we’re curious and always learning. We are…
Skills: SAP Finance, S/4HANA Implementation, Retail Industry Expertise, Solution Architecture, Business Case Development
Chicago, Illinois, United States · On-site
$113k–$338k/yr
We Are: Accenture’s SAP practice, and we live to see how this can transform the way we live and work. We are the industry-leader for building SAP Retail and Fashion solutions and we’re curious and always learning. We are…
Skills: SAP Product Costing, SAP S/4HANA, Finance Transformation, Retail Industry Expertise, Solution Architecture
Chicago, Illinois, United States · On-site
$80k–$294k/yr
We Are: Accenture’s SAP practice, and we live to see how this can transform the way we live and work. We are the industry-leader for building SAP solutions and we’re curious and always learning. We’re building the smarte…
Skills: SAP Product Costing, SAP S/4HANA, Finance Transformation, Solution Architecture, Business AI Strategy
Sunnyvale, California, United States · On-site
$116k–$167k/yr
Minimum qualifications: Bachelor's degree in Business, Finance, Economics, Statistics, or another quantitative field, or equivalent practical experience. 4 years of experience in financial planning and analysis (FP&A), c…
Skills: Financial Planning And Analysis, Budgeting, Forecasting, Variance Analysis, Financial Modeling
Sunnyvale, California, United States · On-site
$141k–$206k/yr
Minimum qualifications: Bachelor's degree in Business, Finance, Economics, Statistics, or another quantitative field, or equivalent practical experience. 7 years of experience in financial planning and analysis (FP&A), c…
Skills: Financial Planning And Analysis, Workforce Planning, Budgeting, Forecasting, Variance Analysis
El Segundo, California, United States · On-site
$75k–$105k/yr
About the Role: Responsible for the administration and management of the Commercial loan process including the documentation, closing, file maintenance and data input. Manages and monitors complex loans on an ongoing, da…
Skills: Loan Administration, Real Estate Lending, Commercial Finance, Loan Closing, Risk Management
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Provide high-touch administrative support to Financial Advisors and clients, including processing financial transactions and managing account documentation. Handle daily client interactions, schedule meetings, and assist with marketing efforts and business reporting.
Requires a high school diploma and prefers one or more years of experience in the securities industry or related fields. Candidates must be proficient in CRM software and Excel with strong interpersonal and organizational skills.
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 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!
Services a high volume of daily interactions, including basic inquiries 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.
With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
Opens new client accounts and researches client and security information using internal databases and other technologies.
For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.
Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.
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.
May enter orders at the direction of the Financial Advisor.
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.
Company’s working structure, policies, mission, and strategies.
General office practices, procedures, and methods.
Investment concepts, practices and procedures used in the securities industry.
Financial markets, products and industry regulations.
Client Relationship Management (CRM) software, or similar contact management 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.
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.
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.
#LI-DWFounded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Offices: 880 Carillon Parkway, St. Petersburg, Florida 33716, US
Based on 92 listings with disclosed salaries, most finance & accounting jobs in Kirkland, WA pay between $60k–$256k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 104 open finance & accounting positions in Kirkland, WA listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Accenture, Google, EvergreenHealth, WealthBridge Financial Group, Ziply Fiber, among others. Browse the listings above to see every active employer.
Yes — 16 of the 104 open finance & accounting positions offer remote or hybrid work (3 remote, 13 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
