Client Service Associate Ronald Blue Trust 6 reviews - Seattle, WA Client Service Associate This position is located at our Seattle, WA office which is located at: 1909 214th Street, Suite 210, Bothell, WA 98021 About Us With nationwide capabilities, Ronald Blue Trust provides wealth management strategies and trust services based on biblical principles to help clients make wise financial decisions, live generously, and leave a lasting legacy. With over $8 billion of assets under management and advisement and a network of 13 branch offices, we serve over 8,000 clients * in all 50 states through four distinct divisions and offer services across the wealth spectrum in these key areas: * Financial, retirement, and estate planning * Investment management and solutions * Charitable giving strategies * Personal trust and estate settlement services * Bill paying services * Family office services * Business consulting services * Institutional client services

• As of 12/31/17 and subject to change. Position Overview We are currently seeking a Client Service Associate for our Seattle branch office located in Bothell, WA who has experience working in a professional environment, is highly-organized, and is detail-oriented. This individual provides administrative support to team members and clients by performing a variety of complex duties in the areas of client service, office administration, financial planning, investment management, and/or accounting to support advisors and planners in serving and assisting clients. The Client Service Associate position covers a wide range of responsibilities including but not limited to: * Initiating and monitoring administrative details to serve our firm's clients with excellence, which include but are not limited to: * All procedures and follow-up necessary to service investment accounts (e.g., processing applications, deposits, withdrawals, and transfers; collating and mailing Quarterly Investment Reviews; and generating various investment reports as needed) * Preparation of requested client, branch, or investment reports and spreadsheets in a timely manner * Transcription and/or composition of routine correspondence and emails with speed and accuracy and in keeping with the highest business standards * Working in conjunction with supervisor to initiate and organize meetings and respond to client inquiries regarding actions taken to accomplish goals: * Coordinating scheduling of team appointments, meetings, and travel arrangements; greets team's visitor(s) or client(s) * Proactively planning for and responding to urgent needs * Executing all functions necessary to maintain accurate electronic database of prospect and client information in accordance with compliance guidelines and regulations: * Maintaining well-indexed and up-to-date electronic file systems for correspondence, reports, reference material, and confidential and non-confidential material * Gathering, recording, and processing pertinent information from clients or financial institutions for record maintenance or further analysis by other team members * Exercising personal integrity and ability to discreetly handle confidential data * Processing quarterly billing, generates invoices, and maintains updated Client Income Projection report in an active and timely manner * Maintaining the highest Compliance standards by adhering to the company's Human Resources policies, Compliance policies, professional designation standards, and our industry's regulatory standards to mitigate risk to the company Desired Qualities and Skills The successful candidate will possess the following: * Demonstrated excellent computer literacy/skills and knowledge of specialized office programs, including strong proficiency within Microsoft Office products, specifically Microsoft Excel and Word
• Demonstrated knowledge of file management principles and, with assistance from internal training resources, demonstrated competency in utilizing firm-specific software applications * Excellent communication skills with ability to organize and express thoughts clearly and concisely in both speaking and writing * Adeptness at prioritization and proactive planning with ability to complete multiple time-sensitive tasks, responding to urgent needs * Personal integrity and ability to discreetly handle confidential data * Aptitude and passion for learning new things quickly with a strong work ethic in an ever-changing environment * Capability to excel in a team environment as well as working independently * Desire to serve clients and co-workers with excellence * Proven strong technical and analytical skills * Strong business mathematical skills and keen attention to detail * Strong organization skills and systems acumen A bachelor's degree or equivalent experience is preferred, preferably in Management, Business, Finance, Economics, Accounting or a related field. A minimum of three (3) years' prior experience in a support role in administrative support, customer service, or accounting in a financial, investment, banking, or accounting firm is strongly preferred. The successful candidate will be comfortable in a fast paced environment that requires flexibility and responsiveness. Priority will be given to local candidates. How to Apply Please visit the Careers page of www.ronblue.com to submit your resume and cover letter. Prior to applying for this position, please visit www.ronblue.com and review it thoroughly. Should you decide to apply, make sure to include a cover letter which includes your answers to all of the questions requested on the application page. NOTE: To be considered a candidate for our firm you MUST provide a cover letter. Once you have applied for this position, please add ronblue.com to your email's spam filter whitelist/safe senders list. This setting is often found in your email account under Mail / Options. This will ensure that any correspondence from us will be received by your email inbox. 10 hours ago - save job - original job Apply On Company Site Other jobs you may like Client Services Associate Leading Retirement Solutions Seattle, WA 28 days ago Client Service Associate Envestnet Asset Management, Inc Seattle, WA 4 days ago Client Service Associate Morgan Stanley Bellevue, WA 22 days ago Client Services Associate Parker Staffing Services Seattle, WA Parker Staffing Services, LLC - 6 days ago Client Service Associate Seattle Bank Seattle, WA 2 days ago Easily apply * Client Service Associate jobs in Seattle, WA * Jobs at Ronald Blue Trust in Seattle, WA * Client Service Associate salaries in Seattle, WA Ronald Blue Trust Ronald Blue Trust 6 reviews With nationwide capabilities, Ronald Blue Trust provides wealth management strategies and trust services based on biblical principles to... Let employers find you Thousands of employers search for candidates on Indeed Upload Your Resume