Client Service Associate – Wealth Management
Tukwila, WA
Work for an independent advising firm that is growing quickly. They are a dynamic group of experts in their field 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 have a strong focus on the needs of the client, excellent follow-up, and attention to detail, outstanding customer service abilities, and 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 strong commitment to providing excellent customer service and want 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 (RMDs) 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 2+ 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 6) is highly desired. If no license, must be willing to get it.
Company Benefits & Appreciation:
- 100% of Medical, dental, and vision premium paid.
- 401k plus match.
- Paid time-off, and holidays.
- Hybrid schedule available. (option to work from home on Monday and Friday)
Compensation: $65-$90k+bonus (DOE and licenses)
www.nwrecruitingpartners.com