Client Service Associate

2 months ago

Bellevue, United States Tschetter Group Full time

Position Description

Title: Client Service Associate

Reports to: COO

Benefits: Yes

Status: Full-time (Exempt)

Date: Fall 2024


Job Summary


Tschetter Group is an independent advisory firm focused on building life-long relationships with clients through a commonsense approach to investment management and planning. Often the front-line contact for clients, this position is a key role in an ensemble team whose primary responsibility is the client experience. Someone well suited to this role will make our clients feel welcome and valued through personal warmth and connection while building confidence that their needs will be well cared for through a strong attention to detail and follow-up.

As our team is still relatively small and focused on building a solid foundation for growth, we see it as of paramount importance to hire more than just skill and experience. We are also looking for entrepreneurial spirit, a strong alignment with our values and culture, and an excitement and enthusiasm in our mission to give clients optimism about life and money.

Duties and Responsibilities

  • Embody the Tschetter Group way of caring for clients and connections, delivering, and continuously improving the firm’s service model.
  • Provide exemplary client service for complex high-net-worth individuals.
  • Serve as the primary point of contact for client communication, including handling phone calls, personal emails, and advisor correspondence.
  • Provide support during client meetings, including notetaking and preparation of meeting materials.
  • Facilitate client onboarding process and contribute to shaping the client experience through regular meetings and communications.
  • Monitor client account activity and facilitate accurate and efficient account maintenance tasks.
  • Collaborate with other departments to ensure compliance and operational correctness in all client interactions.
  • Offer guidance and support to advisors, acting as a sounding board for initiatives & proactively propose new ideas and solutions to enhance advisor efficiency and client service.
  • Track advisors’ commitments, projects, and schedule to ensure seamless execution.
  • Provide business development support by assisting with advisor networking efforts.
  • Assist advisors with day-to-day tasks, including data entry, record-keeping, and managing client information in CRM systems.

Qualifications


  • 3+ years client service experience (preferred); direct investment industry experience a plus.
  • Bachelor’s degree in finance, business administration, or related field (preferred).
  • Proficiency in Microsoft Office Suite and CRM software (e.g. Salesforce).
  • Strong verbal and written communication skills, with a keen attention to detail.
  • Commitment to maintaining confidentiality and professionalism in all client interactions.
  • Drive and desire to help and serve others.
  • High emotional and social intelligence.
  • Securities licenses a plus (e.g. Series 65)


Salary and Benefits


  • Competitive salary based on experience.
  • May be eligible for incentive bonus tied to individual and firm performance.
  • Comprehensive benefits package including dental, vision, health care, and 401(k) with company match.
  • Opportunities for professional development and career advancement within the firm.
  • Collaborative and supportive work environment with a focus on work-life balance.

Tschetter Group is an Equal Opportunity Employer.

  • Client Service Associate

    4 weeks ago

    Bellevue, Washington, United States Coldstream Capital Management Full time

    Job DescriptionColdstream Capital Management is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will play a crucial role in ensuring that our clients receive outstanding service and support.Key Responsibilities:Exceptional Service: Anticipate client needs, address concerns, and...

  • Client Service Associate

    4 weeks ago

    Bellevue, Washington, United States gpac Full time

    Job SummaryWe are seeking a highly skilled Client Service Associate to join our team at GPAC. As a key member of our client-facing team, you will be responsible for delivering exceptional service to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Manage client relationships and communications, providing timely and professional...

  • Client Services Associate

    1 month ago

    Bellevue, United States SPS North America Inc Full time

    Job Title: Mailroom Associate Reports To: The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Mailroom Associate provides exceptional mail and shipping/receiving services, delivering operational functions in the following areas: processing of inbound/outbound mail,...

  • Client Service Associate

    2 months ago

    Bellevue, United States Tschetter Group Full time

    Position Description Title: Client Service Associate Reports to: COO Benefits: Yes Status: Full-time (Exempt) Date: Fall 2024 Job Summary Tschetter Group is an independent advisory firm focused on building life-long relationships with clients through a commonsense approach to investment management and planning. Often the front-line contact for clients,...

  • Client Services Associate

    1 month ago

    Bellevue, United States SPS North America Inc Full time

    Job Title: Mailroom AssociateReports To: The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Mailroom Associate provides exceptional mail and shipping/receiving services, delivering operational functions in the following areas: processing of inbound/outbound mail,...

  • Client Service Associate

    2 months ago

    Bellevue, United States Coldstream Capital Management Full time

    Job DescriptionAre you looking for a wealth management firm that values innovation, client satisfaction, and a vibrant work culture? Then Coldstream has a fantastic opportunity to advance your career in financial services!As a Client Service Associate on one of our growing Bellevue teams you will play a crucial role in ensuring that our clients receive...

  • Client Service Associate

    2 months ago

    Bellevue, United States Coldstream Capital Management Full time

    Job Description Are you looking for a wealth management firm that values innovation, client satisfaction, and a vibrant work culture? Then Coldstream has a fantastic opportunity to advance your career in financial services! As a Client Service Associate on one of our growing Bellevue teams you will play a crucial role in ensuring that our clients receive...

  • Senior Client Service Associate

    3 months ago

    Bellevue, United States Coldstream Capital Management Full time

    Job Descriptions: Are you looking for a wealth management firm that values innovation, client satisfaction, and a vibrant work culture? Then Coldstream has a fantastic opportunity to advance your career in financial services! As a Senior Client Service Associate on one of our growing Bellevue teams you will play a crucial role in ensuring that our clients...

  • Senior Client Service Associate

    1 month ago

    Bellevue, United States Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC Full time

    Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of the largest independent advisor franchisee at Ameriprise Financial. Assist in daily business operations.Assist financial advisors in managing and organizing office workflow with an emphasis on creating and...

  • Associate, Client Advisory

    1 month ago

    Bellevue, United States PathStone Full time

    Pathstone Associate Program: A Client Advisory CareerPath! Pathstone has created an Associate Program to be an entry point to a career in Advisory at our firm. As part of this program, Associates will develop the skills and experience to work with some of the most complicated and sophisticated families in the wealth management industry. The program combines...

  • Client Associate

    1 week ago

    Bellevue, United States WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com .In this role, you will:Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via...

  • Client Associate

    4 weeks ago

    Bellevue, United States WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com .In this role you will:Assist Profit Formula Financial Advisor(s) colleagues with service and operational related activities such as providing service to...

  • Client Service Associate

    2 weeks ago

    Bellevue, WA, United States Tschetter Group Full time

    Position DescriptionTitle: Client Service AssociateReports to: COOBenefits: YesStatus: Full-time (Exempt)Date: Fall 2024Job SummaryTschetter Group is an independent advisory firm focused on building life-long relationships with clients through a commonsense approach to investment management and planning. Often the front-line contact for clients, this...

  • Centralized Client Service Manager

    3 weeks ago

    Bellevue, United States Coldstream Capital Management Full time

    Job DescriptionAre you looking for an opportunity to utilize your years of client service experience in wealth management to help new associates learn and develop? If so, our Centralized Client Service Manager position may be the perfect fit for you!Our team is based out of our Bellevue office, but we often spend time in our other Seattle-area offices...

  • Centralized Client Service Manager

    3 weeks ago

    Bellevue, United States Coldstream Capital Management Full time

    Job DescriptionAre you looking for an opportunity to utilize your years of client service experience in wealth management to help new associates learn and develop? If so, our Centralized Client Service Manager position may be the perfect fit for you!Our team is based out of our Bellevue office, but we often spend time in our other Seattle-area offices...

  • Client Service Coordinator

    2 weeks ago

    Bellevue, United States Clark Nuber Full time

    Are you a proactive professional that excels in budget management, meticulous planning, and diligent monitoring of projects to ensure compliance with quality standards and timely completion? If you thrive in a team environment, engaging directly with clients and are seeking a role where your contributions are valued, consider joining Clark Nuber as our new...

  • Centralized Client Service Manager

    1 week ago

    Bellevue, United States Coldstream Capital Management Full time

    Job Description Are you looking for an opportunity to utilize your years of client service experience in wealth management to help new associates learn and develop? If so, our Centralized Client Service Manager position may be the perfect fit for you! Our team is based out of our Bellevue office, but we often spend time in our other Seattle-area offices...

  • Centralized Client Service Manager

    3 weeks ago

    Bellevue, United States Coldstream Capital Management Full time

    Job Description Are you looking for an opportunity to utilize your years of client service experience in wealth management to help new associates learn and develop? If so, our Centralized Client Service Manager position may be the perfect fit for you! Our team is based out of our Bellevue office, but we often spend time in our other Seattle-area offices...

  • Client Service Coordinator

    1 week ago

    Bellevue, United States Clark Nuber Full time

    Are you a proactive professional that excels in budget management, meticulous planning, and diligent monitoring of projects to ensure compliance with quality standards and timely completion? If you thrive in a team environment, engaging directly with clients and are seeking a role where your contributions are valued, consider joining Clark Nuber as our new...

  • Client Service Coordinator

    2 weeks ago

    Bellevue, United States Clark Nuber Full time

    Are you a proactive professional that excels in budget management, meticulous planning, and diligent monitoring of projects to ensure compliance with quality standards and timely completion? If you thrive in a team environment, engaging directly with clients and are seeking a role where your contributions are valued, consider joining Clark Nuber as our new...