Client Service Associate

Client Service Associate

Northern Lights Advisors is a growing financial planning firm with offices located in Seattle, WA. We are seeking a

permanently remote

Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you!

This position will be

permanently remote . We will provide you with equipment to work from home, but you will be expected to have a workspace that you can work comfortably full time. This position is open to candidates in Pacific and Mountain time zones.

Compensation : Salary range of

$65K-80K , commensurate with relevant experience

Great Work / Life Balance with a Monday-Friday Schedule

Medical insurance

50% of premium paid by the firm

Dental and Vision insurance

401(k)

with a 3% safe harbor match

Generous PTO Policy & Paid Holidays

20 PTO days in the first year

Professional, Fun, Motivating Atmosphere

Permanently remote position

Responsibilities include :

Respond to client requests with timeliness and accuracy in mind

Assist Advisors with client meeting prep and follow-up tasks

Process account opening applications, transfer paperwork, money movements and / or other various industry specific administrative tasks

Become primary point person for Schwab

Maintain and update client data in Salesforce

Initiate, manage, and tweak workflows in Salesforce

Data input into our financial planning software - eMoney

Run reports and proposals in Orion

We are a team that is always striving to improve our processes and we ask our entire team to help identify areas where we can improve. We want your input to help improve this position to make better and better over time!

Requirements :

2 years of financial services experience

Adept and skilled with technology and 3rd party software. We are a paperless office.

Ability to prioritize tasks, problem-solve, and meet deadlines

Organization skills & attention to detail

Ability to anticipate client and advisor needs

Ability to work independently while prioritizing projects and managing your time

we do not micromanage

Ability to learn and implement new technology and software quickly

Ability to

communicate well

and work in a collaborative environment

Ability to follow office processes and policies related to office operations & client privacy

Experience with CRM Software / Database Experience is a plus but not required : Salesforce, Schwab, eMoney, Holistiplan, Orion, gmail.

The Process :

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will meet with the leadership team. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.