A well-established wealth management firm in Bellevue, WA is searching for a Client Service Associate to support their financial advisory team! This important position plays a vital role in enhancing the client experience at the firm by providing administrative and operational support to three wealth advisors and delivering exceptional client service.
You need to have 1 year of professional experience in a related industry, have a series 65 or 66 license (or be able to pass the test) and exposure to CRM systems.
This is a great opportunity to work out of a brand new office space in a fast-paced, team-oriented and professional environment that embraces a culture of support for clients, the community and one another.
The position offers a flexible hybrid schedule, competitive salary, 100% medical coverage, 401k, growth opportunities and more!
Pay Range : $65, 000 - $70, 000 DOE
Responsibilities :
- Perform a variety of data entry, filing, and client follow-up tasks
- Onboard new clients monthly, ensuring a smooth and efficient process
- Assist with scheduling meetings between advisors and clients as needed
- Handle client inquiries and transactions, including money movement and transfer requests, via phone, email, or virtual meetings
- Prepare reports and marketing materials for client meetings upon request
Requirements :
- Bachelor's degree
- Minimum of 1 year of professional experience, including internships;open to recent graduates
- Must obtain Series 65 or 66 within six months of hire
- Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint
- Experience with CRM systems, preferably Salesforce
- Excellent organizational and communication skills
- Detail-oriented and able to handle high volumes of client interactions
- Prior experience in the financial services industry or individual wealth management is preferred
Benefits :
- 100% medical insurance coverage
- Dental and Vision insurance
- 401k with 3% match
- 10 days PTO
- 5 days PSL
- 11 paid holidays
- Bonus potential
- Growth opportunities
- Flexible hybrid schedule
- Friendly work environment
- New office space
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