Client Relationship Manager

Raymond James Financial, Inc.
📍 Plattsburgh, NY, United States 💼 Full-time 🕒 Posted June 06, 2026

Job Description

**Job Summary**

Clients are our main priority; Making complicated matters simple is our mission. As we evolve, we are seeking a Client Relationship Manager who shares our vision and mission. The successful candidate must be responsible, confident, self-motivated, and a team player - with a strong desire for growth and development.

Are you ready to get underway? Read on and apply below.

**Essential Duties and Responsibilities**

+ Manage and deepen client relationships with effective communication and personalized attention in every interaction
+ Collaborate with investment team to develop models and strategies aligned with client objectives
+ Work closely with research analyst and portfolio managers to evaluate investment opportunities
+ Support the firm’s growth
+ Enter trades, orders, and rebalances as requested
+ Schedule, attend, and facilitate client meetings
+ Manage referrals effectively
+ Prepare financial reports, spreads...

Ready to Apply?

Submit your application today and join our talented team at Raymond James Financial, Inc..

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Job Details

  • Location Plattsburgh, NY
  • Job Type Full-time
  • Category other-general
  • Posted Date June 06, 2026
  • Application Deadline June 11, 2026