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Registered Client Associate

Everett, WA

Posted: 05/29/2024 Employment Type: Direct Hire Category: Wealth Management Job Number: a0CUm00001A7ifbMAB Pay Range: $52000 - $75000 Location Requirements: Onsite Industry: Financial Services

Job Description

A successful wealth management firm in Everett, WA is seeking a Registered Client Associate to join their team! This role primarily supports one wealth advisor in managing 100 households by facilitating client fund transfers, processing transactions, providing professional telephone support, and assisting with client communications and account management. The ideal candidate has 5+ years of experience in financial services, series 7 and 65 registrations, strong organization skills, attention to detail, and a commitment to delivering top-notch support in a professional and stable finance services environment. This is the perfect opportunity for someone seeking a steady, long-term position at a friendly, low-stress firm offering work-life balance, great management, and a familial office environment.

Registered Client Associate Salary Range: $52,000 - $75,000 / year DOE

Registered Client Associate Requirements:

  • Series 7 and 65 registration required
  • 5+ years of experience in financial services
  • Bachelor's degree is preferred, but experience will be considered in lieu of degree
  • Proficient in Microsoft Word, Excel, and Outlook
  • Experience with InvestNet CRM and Thomson One is preferred (training provided)
  • Strong client service skills with the ability to provide professional telephone support
  • Excellent communication skills for client interactions and internal coordination
  • Ability to work well independently and as part of a team
  • Strong attention to detail and accuracy in handling client transactions and account management
  • Experience in wealth management or a similar financial services environment is preferred

Registered Client Associate Responsibilities:

  • Support wealth advisors by providing professional, courteous customer service to ensure client satisfaction
  • Facilitate client fund and securities transfers, and issue checks upon request
  • Keep Financial Advisors informed about client accounts and transactions
  • Provide professional telephone support for assigned Financial Advisors
  • Assist in developing and implementing periodic client mailings
  • Enter buy/sell stock and bond trades, sell stop orders, option and margin trades, and mutual funds
  • Process annuity and insurance payments
  • Provide high levels of customer service to clients

Benefits:

  • Medical, Dental and Vision insurance
  • 401k retirement plan with employer match
  • Paid vacation time and sick leave
  • Holidays off
  • Additional insurances
  • Employee-owned
  • Great management and office culture that values work-life balance
  • Professional, familiar office work atmosphere

Apply now!

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About Everett, WA

Ready to embark on your next career adventure in Everett, Washington? Explore our diverse job opportunities in this vibrant city just north of Seattle! With its stunning views of the Puget Sound and Cascade Mountains, along with a thriving arts scene that includes the Schack Art Center and Historic Everett Theatre, Everett offers a unique blend of natural beauty and cultural experiences. Home to the Funko headquarters and the Angel of the Winds Arena, the city provides ample opportunities for professional growth and development. Whether you're drawn to the local cuisine, outdoor recreation at Jetty Island or Forest Park, or the excitement of cheering on the Everett Silvertips hockey team, Everett has something enchanting for everyone. Take the next step in your career journey with our job listings in Everett, WA!
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