A well-established wealth management firm in Bellevue, WA is searching for a Client Service Associate to support their financial advisory team! This important position plays a vital role in enhancing the client experience at the firm by providing administrative and operational support to three wealth advisors and delivering exceptional client service. You need to have 1 year of professional experience in a related industry, have a series 65 or 66 license (or be able to pass the test) and exposure to CRM systems.

This is a great opportunity to work out of a brand new office space in a fast-paced, team-oriented and professional environment that embraces a culture of support for clients, the community and one another. The position offers a flexible hybrid schedule, competitive salary, 100% medical coverage, 401k, growth opportunities and more!

Pay Range: $65, 000 - $70, 000 DOE

Responsibilities:

• Perform a variety of data entry, filing, and client follow-up tasks
• Onboard new clients monthly, ensuring a smooth and efficient process
• Assist with scheduling meetings between advisors and clients as needed
• Handle client inquiries and transactions, including money movement and transfer requests, via phone, email, or virtual meetings
• Prepare reports and marketing materials for client meetings upon request

Requirements:

• Bachelor's degree
• Minimum of 1 year of professional experience, including internships;open to recent graduates
• Must obtain Series 65 or 66 within six months of hire
• Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint
• Experience with CRM systems, preferably Salesforce
• Excellent organizational and communication skills
• Detail-oriented and able to handle high volumes of client interactions
• Prior experience in the financial services industry or individual wealth management is preferred

Benefits:

• 100% medical insurance coverage
• Dental and Vision insurance
• 401k with 3% match
• 10 days PTO
• 5 days PSL
• 11 paid holidays
• Bonus potential
• Growth opportunities
• Flexible hybrid schedule
• Friendly work environment
• New office space

To learn more about this position, submit your application today!

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