Client Service Associate
Client Service Associate Champion
We are a well-established, full-service wealth advisory firm located in Bellevue, WA. We are rapidly building a reputation for consistently delivering great service, high quality, and unsurpassed value to our clients throughout the Puget Sound Region. We believe that the ability to serve our clients well, begins with the quality and happiness of the team. We continuously invest in building a collaborative team culture, where hard work and productivity are generously rewarded.
We are actively recruiting to add a Client Service Associate to our team. The person who earns this position will demonstrate:
• a passion for delighting clients
• a strong desire to provide enthusiastic team support
• the ability to proactively engage in the details and be very organized
Experience/Education
• 2-5 years in high-touch Customer Service environment
• HS Diploma
• 1-2 years’ experience in the financial industry, preferred
• Bachelor’s Degree in Business or related field (preferred, but not required)
Competencies
Office productivity software and equipment
Professional written and oral communication skills
Comprehensive financial math skills, i.e. interest, commissions, basic algebra
Reasoning & analytical skills
Personal Qualities
Friendly, outgoing, engaging, smiling personality
Passionate about serving clients
Desire to serve the team for success
Organized, with an obsession for details
Self-starter
Systems thinker
Solution focused
Adaptability, flexibility, patience
Areas of Responsibility
• Prepare and review all new account paperwork to ensure documents are in good order
• Provide superior client service by handling incoming client requests and following through to ensure the client’s needs are met
• Coordinates client meeting preparation to ensure all supporting documentation and paperwork are prepared for client meetings
• Proactively and regularly connects with clients to build and deepen relationships
• Actively participates in periodic client appreciation and education events
• Provides proactive administrative support for Practice Manager and Wealth Advisors
• Participates in the development, documentation, and implementation of Departmental Policies and Procedures
Compensation/Schedule
Hourly
$50-60K Annual
Quarterly & Annual Performance Bonus
Full-time: 8-4:30 M-F
Periodic evening and weekend client events
Benefits
PTO Program
Holiday Program
Medical Insurance Program
401K with profit sharing
To apply for this position:
Include a cover letter with a short paragraph describing how your professional experience qualifies you for the role of Executive Assistant.
Include a second paragraph describing a time when you went the extra mile to “delight” a client.
Include a current resume
Top candidates will be contacted via email to schedule an initial Phone Interview.
Client Service Associate Champion
We are a well-established, full-service wealth advisory firm located in Bellevue, WA. We are rapidly building a reputation for consistently delivering great service, high quality, and unsurpassed value to our clients throughout the Puget Sound Region. We believe that the ability to serve our clients well, begins with the quality and happiness of the team. We continuously invest in building a collaborative team culture, where hard work and productivity are generously rewarded.
We are actively recruiting to add a Client Service Associate to our team. The person who earns this position will demonstrate:
• a passion for delighting clients
• a strong desire to provide enthusiastic team support
• the ability to proactively engage in the details and be very organized
Experience/Education
• 2-5 years in high-touch Customer Service environment
• HS Diploma
• 1-2 years’ experience in the financial industry, preferred
• Bachelor’s Degree in Business or related field (preferred, but not required)
Competencies
Office productivity software and equipment
Professional written and oral communication skills
Comprehensive financial math skills, i.e. interest, commissions, basic algebra
Reasoning & analytical skills
Personal Qualities
Friendly, outgoing, engaging, smiling personality
Passionate about serving clients
Desire to serve the team for success
Organized, with an obsession for details
Self-starter
Systems thinker
Solution focused
Adaptability, flexibility, patience
Areas of Responsibility
• Prepare and review all new account paperwork to ensure documents are in good order
• Provide superior client service by handling incoming client requests and following through to ensure the client’s needs are met
• Coordinates client meeting preparation to ensure all supporting documentation and paperwork are prepared for client meetings
• Proactively and regularly connects with clients to build and deepen relationships
• Actively participates in periodic client appreciation and education events
• Provides proactive administrative support for Practice Manager and Wealth Advisors
• Participates in the development, documentation, and implementation of Departmental Policies and Procedures
Compensation/Schedule
Hourly
$50-60K Annual
Quarterly & Annual Performance Bonus
Full-time: 8-4:30 M-F
Periodic evening and weekend client events
Benefits
PTO Program
Holiday Program
Medical Insurance Program
401K with profit sharing
To apply for this position:
Include a cover letter with a short paragraph describing how your professional experience qualifies you for the role of Executive Assistant.
Include a second paragraph describing a time when you went the extra mile to “delight” a client.
Include a current resume
Top candidates will be contacted via email to schedule an initial Phone Interview.