It s time to take a PROACTIVE APPROACH to your CAREER.
Make your next career move now.
It s the truth, many jobs are filled before they are even posted. This is the case of who you know, not what you know. If you choose to partner with us, you re in luck because we know many hiring managers and have inside tracks with potential employers due to our many years of recruiting experience.
Let s get to know each other. Whether you reach out to us directly or you ve been referred to us by one of our satisfied candidates or employer-clients, we take the time to get to know you.
After you send us your resume, we ll ask you to come to our office for a proper meeting. We want to get to know you and understand your personality as well as get an idea of your work habits and preferences. This is a vital part of our interviewing process that helps us connect you with companies that are a good fit and vice versa.
We fill full-time and part-time positions and everything in between.
If working full-time doesn t fit with your schedule, you might be right for a variety of other positions that we help fill.
- Part-time
- Full-time
- Contract
- Permanent
- Contract-to-Permanent
- Consulting
We offer amazing benefits for our contract & temp-to-hire employees.
We recognize the hard work and dedication of temporary employees who are on assignment through Boutique Recruiting. Click here to see what type of benefits you may be eligible for.
- Part-time
- Full-time
- Contract
- Permanent
- Contract-to-Permanent
- Consulting
Registered Client Associate
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!
#LI-POST #LI-ONSITE #LI-KL1
Share This Job:
Related Jobs:
Login to save this search and get notified of similar positions.About Everett, WA
