A financial services team based in Everett, WA is seeking a Registered Client Associate to support a group of advisors and play a vital role in the team’s daily operations. This individual should be highly organized, dependable, and committed to long-term stability in a client service role. Key responsibilities include direct client interaction, processing client requests, managing financial transactions, and assisting with back-office administrative tasks. The ideal candidate thrives in a collaborative, structured environment and is looking for a long-term support role rather than a path toward becoming a financial advisor. 

Salary: $52,000 – $62,000 / year DOE 

Registered Client Associate Responsibilities: 

• Support three financial advisors with a focus on long-term client relationships 
• Manage daily client operations including cash movements, check requests, and fund transfers 
• Process trades including buy/sell stock, mutual funds, options, and bond transactions 
• Assist with annuity and insurance processing 
• Maintain client records and support data entry in CRM systems 
• Handle inbound client inquiries with professionalism and accuracy 
• Coordinate client communications and periodic mailings 
• Provide full-service support for approximately 100 client households 
• Facilitate office tasks such as cashiering and account maintenance, which require full onsite presence 

Registered Client Associate Requirements: 

• 3–5+ years of experience in financial services 
• Intermediate Excel skills (no pivot tables required) 
• Ability to pass a background and credit check 
• Strong attention to detail and high level of client service 
• Steady and reliable work ethic with an interest in long-term career stability in a support role 
• Excellent organizational and communication skills 
• Series 7 and 65 licenses highly preferred 
• Experience with wealth management platforms  
• Bachelor’s degree preferred but not required 

Registered Client Associate Benefits: 

• Bonus Opportunity  
• PTO, Holidays, and sick days 
• Full medical, dental, vision benefits 
• 401(k) plan 

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