Client Service Associate

3 weeks ago

Bellevue, United States NW Recruiting Partners Full time
Job DescriptionJob Description

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

  • Client Services Associate-Wealth Management

    7 days ago

    Bellevue, United States SCS Full time

    At SCS, our mission is simple: develop enduring relationships with our clients by providing high quality, unbiased guidance. We serve our clients with personal service from our experienced, collaborative teams. The needs of our clients always come first, and we are not satisfied unless their visions are met. Our work environment includes: Modern office...

  • Client Services Associate-Wealth Management

    1 week ago

    Bellevue, United States SCS Full time

    At SCS, our mission is simple: develop enduring relationships with our clients by providing high quality, unbiased guidance. We serve our clients with personal service from our experienced, collaborative teams. The needs of our clients always come first, and we are not satisfied unless their visions are met. Our work environment includes: Modern office...

  • Client Services Associate-Wealth Management

    Found in: Appcast Linkedin GBL C2 - 1 week ago

    Bellevue, United States SCS Full time

    At SCS, our mission is simple: develop enduring relationships with our clients by providing high quality, unbiased guidance. We serve our clients with personal service from our experienced, collaborative teams. The needs of our clients always come first, and we are not satisfied unless their visions are met.Our work environment includes:Modern office...

  • Client Services Associate-Wealth Management

    1 week ago

    Bellevue, United States SCS Full time

    At SCS, our mission is simple: develop enduring relationships with our clients by providing high quality, unbiased guidance. We serve our clients with personal service from our experienced, collaborative teams. The needs of our clients always come first, and we are not satisfied unless their visions are met.Our work environment includes:Modern office...

  • Client Service Coordinator

    2 days ago

    Bellevue, United States Banfield Pet Hospital Full time

    SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming,...

  • Client Service Leader

    2 hours ago

    Bellevue, United States CDM Smith, Inc. Full time

    We are able to have this position based in either our Bellevue, WA, Seattle, WA or Portland, OR offices with hybrid work schedule options. CDM Smith currently has a new opportunity for a Client Service Leader within our West Transportation Group to h Leader, Client Service, Transportation, Transport, Service, Business Development, Business Services

  • Customer Service Associate/Sales

    2 weeks ago

    Bellevue, United States Bellevue Rare Coins Inc Full time

    Job DescriptionJob DescriptionWe are seeking a Customer Service Associate/Sales to join our team! You will resolve customer questions and offer solutions to drive company revenue.Responsibilities:Present and sell company products and services to new and existing customersProspect and contact potential customersResolve customer inquiries and complaintsSet...

  • CLIENT SERVICE COORDINATOR

    Found in: Careerbuilder One Red US C2 - 2 days ago

    Bellevue, WA 98009, USA, United States Banfield Pet Hospital Full time

    SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator (CSC) drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming,...

  • CLIENT ASSOCIATE

    Found in: Careerbuilder One Red US C2 - 3 days ago

    Bellevue, WA 98009, USA, United States Arthur J. Gallagher & Company Full time

    Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture Client Associate, Employee, Benefits, Client Service, Associate, Service Manager, Retail

  • Retail Sales Associate

    2 weeks ago

    Bellevue, United States Zenith Marketing, Inc. Full time

    Job DescriptionJob DescriptionAbout Us:Here at Zenith, we are proud to announce the expansion of our Retail Sales Associate team. With our retail partnerships and increased client demand on the rise, we are taking the retail and home renovation industry by storm. We are thrilled to welcome our next great Retail Sales Associate to our ambitious and diverse...

  • Client Advisor

    Found in: beBee jobs US - 4 days ago

    Bellevue, Washington, United States Moncler Spa Full time

    POSITION OVERVIEW:Create an exceptional client experience by way of advising clients in making purchases that satisfy their needs, desires and personal style. Create the ultimate client experience that will cultivate client relationships that are maintained, while achieving/exceeding individual and store goals.RESPONSIBILITIES:Engage with clients in...

  • Client Advisor

    2 days ago

    Bellevue, United States MONCLER S.P.A. Full time

    POSITION OVERVIEW: Create an exceptional client experience by way of advising clients in making purchases that satisfy their needs, desires and personal style. Create the ultimate client experience that will cultivate client relationships that are maintained, while achieving/exceeding individual and store goals. RESPONSIBILITIES: * Engage with clients in...

  • Client Advisor

    Found in: beBee S US - 2 days ago

    Bellevue, United States Moncler Spa Full time

    POSITION OVERVIEW: Create an exceptional client experience by way of advising clients in making purchases that satisfy their needs, desires and personal style. Create the ultimate client experience that will cultivate client relationships that are maintained, while achieving/exceeding individual and store goals. RESPONSIBILITIES: Engage with clients...

  • Client Advisor

    17 hours ago

    Bellevue, United States Moncler Full time

    POSITION OVERVIEW:Create an exceptional client experience by way of advising clients in making purchases that satisfy their needs, desires and personal style. Create the ultimate client experience that will cultivate client relationships that are maintained, while achieving/exceeding individual and store goals.RESPONSIBILITIES: Engage with clients in...

  • Client Care Manager

    2 weeks ago

    Bellevue, United States Team Foster at COMPASS Full time

    Job DescriptionJob DescriptionTeam Foster at COMPASS is seeking a highly motivated, talented individual to work in our company as a Concierge Services Manager! The person who handles this position is deeply committed to top-notch customer service, exemplifying the 3 C’s: Care, Commitment, and Communication. The Concierge Services Manager always looks to...

  • Customer Service Associate I

    33 minutes ago

    Bellevue, United States TalentBurst Full time

    Customer Service Associate III (111379-1) Start Date: ASAP Location: Bellevue, WA Duration: 4+ Months Onsite Schedule: M-F (7-3 or 8-4) Overtime Estimate: No Max Rate:- $20.43Job Description: The ideal Amazonian will demonstrate the ability to work independently with the utmost of professionalism, integrity, and dependability. S/he will be confident and...

  • Associate Financial Advisor

    Found in: Appcast Linkedin GBL C2 - 3 weeks ago

    Bellevue, United States SCS Full time

    At SCS, our mission is simple: develop enduring relationships with our clients by providing high quality, unbiased guidance. We serve our clients with personal service from our experienced, collaborative teams. The needs of our clients always come first, and we are not satisfied unless their visions are met.Our work environment includes:Modern office...

  • Associate Financial Advisor

    6 days ago

    Bellevue, United States SCS Full time

    At SCS, our mission is simple: develop enduring relationships with our clients by providing high quality, unbiased guidance. We serve our clients with personal service from our experienced, collaborative teams. The needs of our clients always come first, and we are not satisfied unless their visions are met.Our work environment includes:Modern office...

  • Client Support Specialist I

    2 days ago

    Bellevue, United States First Interstate BancSystem, Inc. Full time

    If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position is located at our Bellevue Galvin branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their...

  • Client Support Specialist I

    1 week ago

    Bellevue, United States First Interstate Bancsystem Inc Full time

    **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal This position is located at our Bellevue Galvin branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their...