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Client Service Associate

Bellevue, WA

Posted: 03/14/2024 Employment Type: Direct Hire Category: Administrative Job Number: a0CUm00000YTjhJMAT Pay Range: $70000 - $75000 Location Requirements: Hybrid

Job Description

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

  • 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

  • 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

  • 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

To learn more about this position, submit your application today!

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