Client Service Associate – Wealth Management

Bellevue, WA

Work for an independent advising firm that is growing quickly. This dynamic group of experts in their field is looking to add a Client Service Associate. By placing their clients' interests at the forefront of their investment management and planning process, they strongly emphasize developing long-term client relationships.

The ideal candidate will focus on the client's needs, have excellent follow-up and attention to detail, have outstanding customer service abilities, and have experience working with high-net-worth clients. This might be a good fit for you if you have experience in the financial services or related industry, a solid commitment to providing excellent customer service, and a desire to work for a firm with many prospects for professional advancement.

Client Service Associate Responsibilities:

• Deliver outstanding customer service and communication to high-net-worth individuals.
• Encourage the efficient use of CRM to guarantee the consistent use of the service model.
• Arrange, confirm, and occasionally participate in customer meetings:
  • Prepare meeting agenda (with advisor input) and supporting materials.
  • Record meeting notes and prepare follow-up communication to clients.
  • Utilize the CRM system for any needed follow-up tasks.
• Handle day-to-day client service activities:
  • Prepare and process onboarding paperwork and incoming account transfers.
  • Facilitate money movement, which includes wires, third-party wires, links to bank accounts, journals, and checks.
  • Monitor account activity, alerts, transfers, etc. and take necessary action.
  • Track significant client events and send corporate greetings as appropriate.
  • Coordinate annual tax reporting with client CPAs.
  • Handle annual required minimum distributions (RMD’s) for retirement accounts.
  • Address inbound client calls and attentively note client requests.
  • Interface with the custodian service team as needed to resolve client issues.
• Provide financial planning support to advisors, maintaining financial planning profiles and updating plan information in planning software.

Client Service Associate Profile:

• At least 1+ years client service experience in financial services or a related field; direct investment industry experience is a plus.
• Proficiency with Microsoft® Office, Salesforce, etc.
• Excellent written and verbal communication.
• High social and emotional intelligence.
• Securities licenses (e.g., Series 65) and/or financial planning knowledge is a plus.

Company Benefits & Appreciation:

• 100% medical, dental, and vision insurance.
• Paid time-offs, and holidays.
• 401k with matching.

Compensation: $60-80k/year DOE

www.nwrecruitingpartners.com