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Client Specialist

Seattle, WA 98101

Posted: 01/06/2024 Employment Type: Permanent Category: Wealth Management Job Number: 23339 Pay Range: $150,000 - $200,000 DOE Remote Options:

Job Description

­­A well-known financial services company is searching for a Client Specialist to work fully onsite at their location in downtown Seattle, WA!  They are looking for someone with a strong background in wealth management to provide comprehensive financial planning that includes estate planning and insurance.  This high-volume role involves client interactions, supporting a large revenue team and contributing to the department’s growth.  There is a potential for growth into leadership in this position and it comes with a generous benefits package and bonus potential!

Pay Range: $150,000 - $200,000 DOE

Responsibilities:

  • Engage in detailed financial planning, including estate planning, insurance, and other facets of clients' financials following client meetings
  • Ensure timely execution and close-out of various financial planning tasks
  • Collaborate with CPAs and legal professionals to keep clients' wills and trusts up-to-date
  • Actively participate in client calls, taking notes, and identifying action items
  • Maintain a proactive call schedule for client outreach
  • Support partners in managing a large revenue team without directly handling investments
  • Contribute to the growth of the department, potentially evolving into a team lead role

Requirements:
  • Minimum 5-10 years of experience in financial services/wealth management or RIA
  • Bachelor's degree in a relevant field
  • Series 7 and Series 66 licenses
  • High proficiency in Excel (macros, pivot tables, vlookups)
  • Strong understanding of the stock market, IRAs, 401k limits, and the broader financial system
  • Excellent written and verbal communication skills
  • CFP certification preferred
  • Experience with Salesforce and retirement planning beneficial

Benefits:
  • Medical, Dental and Vision insurance
  • 401K plan with match
  • 2 weeks PTO
  • 2 weeks sick time
  • Life insurance
  • Growth opportunities

If you’re a financial services professional in Seattle and looking to take the next step in your career with a global financial leader, this is the perfect opportunity for you!

#INDACT #LI-POST #LI-ONSITE #LI-KJ1

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