A 90-year-old, employee-owned financial services firm is hiring a Registered Client Service Associate to join a high-performing wealth management team in Bellevue, WA. This role goes far beyond admin. You’ll sit in at client meetings, prepare financial plans, execute trades, rebalance portfolios, and directly support a book of business of $305M across 168 households. You’ll build deep client relationships, learn the advisory craft from the inside, and grow into an Associate Financial Advisor if that’s your path. They’re looking for someone sharp, proactive, detail-obsessed, and energized by helping clients build their financial future.

Salary Range: $60,000 – $65,000 / Year DOE + incentive bonus

Registered Client Service Associate Responsibilities:

• Participate in and support 5 – 6 client meetings per week, including prep, follow-up, and action tracking
• Create post-meeting summaries and follow-up items for clients and internal teams
• Execute trades and assist with portfolio rebalancing and review through the Paragon platform
• Utilize MoneyGuide Pro for financial planning tasks
• Open new accounts and process transfers/distributions
• Maintain client communication and provide proactive service
• Monitor reports and notifications across the advisor’s book of business
• Review portfolio performance, identify areas out of balance, and take corrective action
• Collaborate closely with a tight-knit team and uphold a high-touch client experience
• Work within Microsoft Dynamics 365 CRM and other financial platforms

Registered Client Service Associate Requirements:

• 3 – 5+ years in financial services as a CSA, Paraplanner, or related role
• Series 7, Series 66 or 63/65, and SIE
• Strong technology skills
• Experience with Thomson ONE, Envestnet, CRM, and MoneyGuide Pro preferred
• Bachelor’s degree preferred
• CFP or actively pursuing CFP is a plus
• Extremely detail-oriented, efficient, proactive, and comfortable engaging clients directly
• Must pass FINRA background and credit check

Benefits:

• Support staff annual bonus
• Profit-sharing contribution into 401(k) + ESOP participation
• Medical, dental, and vision insurance
• Generous PTO & sick time + paid holidays
• Professional development support & $15k tuition reimbursement
• Discounted personal insurance products
• Charitable gift-matching program & Day of Giving
• Stability of a long-established firm with an employee-owned structure

If you’re driven, client-focused, and ready to grow into a full advisory role, this is the opportunity to take the wheel. Apply now! #LI-KL1