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Client Service Associate

Bellevue, WA

Posted: 03/14/2024 Employment Type: Direct Hire Category: Administrative Job Number: a0CUm00000YTjhJMAT Location Requirements: Hybrid Industry: Financial Services

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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About Bellevue, WA

Discover exciting job opportunities in the vibrant Bellevue, Washington area today! Nestled in the heart of the Pacific Northwest, Bellevue offers a perfect blend of urban sophistication and natural beauty. From the stunning views of Lake Washington and the Cascade Mountains to the bustling downtown area with its upscale shops and delightful eateries, Bellevue has something for everyone. Explore the Bellevue Arts Museum, catch a show at the Meydenbauer Center, or cheer on the Seattle Seahawks at the nearby Lumen Field. With top-rated schools, abundant outdoor recreational activities at Bellevue Downtown Park, and a thriving tech industry, Bellevue presents endless possibilities for professional growth and success. Begin your career journey in this dynamic and charming city - browse our job listings now and unlock your potential in Bellevue, Washington!
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