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Client Associate

Burlington, WA 98233

Posted: 03/07/2023 Employment Type: Permanent Industry: Wealth Management Job Number: 17168 Pay Range: $52,000 - $55,000 DOE

Job Description


A financial services company is seeking a highly motivated Client Associate to join their team in Burlington, WA. As a Client Associate, you will be responsible for supporting the Financial Advisors (FAs) by providing administrative and client-facing support. The ideal candidate will have professional experience, excellent communication skills, and the ability to handle large sums of money. 
 
Pay Range:$52,000 - $55,000 DOE 
 
Responsibilities: 
  • Provide professional, courteous customer service at all times to ensure client satisfaction 
  • Ensure adherence to all Branch, Firm, and Compliance policies, procedures, rules and regulations 
  • Inform FAs of all important information and activities related to their client’s accounts and transactions in a timely manner 
  • Escalate client or operational issues to BOM or BOOM as necessary 
  • Facilitate the transfer of client funds and/or securities at the direction of the FA 
  • Review and maintain all account documents and information 
  • Compose letters and memoranda in accordance with established policies and procedures 
  • Provide backup for other support positions in the branch if needed 
  • Understand and utilize the Firm’s desktop systems and applications and the related functionality as it applies to client service and business enhancement 
  • Perform any other duties and special projects as necessary 
 
Requirements: 
  • Working knowledge of the securities industry, its operations and its products 
  • High School diploma, GED or comparable work experience. Post-Secondary education preferred. Prior industry experience is a plus 
  • Proficient computer skills (working knowledge of Microsoft Word, Excel and Outlook) 
  • Mathematical aptitude 
  • Strong communications skills; verbal and written 
  • Good organizational, Attention to detail and problem-solving skills 
  • Ability to manage multiple demands and competing priorities in a deadline-oriented environment 
  • Ability to maintain a high level of confidentiality 
  • Ability to work in a computerized environment 
  • Follow policies and procedures 
  • Ability to proactively work with both external and internal clients 
  • Ability to maintain regular, predictable attendance 
 
Benefits: 
  • Medical, dental, and vision insurance 
  • Group life insurance and Group short-term disability coverage. 
  • Personal insurance discounts and Pet insurance 
  • Employee Assistance Program (EAP) - an additional resource for mental health and wellbeing 
  • Full-time employees receive up to 83 hours of sick leave per year, available at the beginning of each calendar year

Join the team of dedicated professionals and take your career in wealth management to the next level. 
 
#LI-POST #ZR #INDOPS #LI-ONSITE 
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