Client Service Associate in Wealth Management

2 weeks ago

Seattle, Washington, United States One Oak Wealth Management Full time

About One Oak Wealth Management: We are a distinguished boutique firm specializing in wealth management, dedicated to fostering profound and impactful relationships with our clientele. Our mission is to assist clients in realizing their financial aspirations while contributing positively to future generations.

Position Summary: We are currently in search of a Client Service Administrative Associate to enhance our operations. This role is pivotal as you will serve as the initial point of contact for our clients, addressing inquiries, managing inbound communications, and facilitating customer requests. Additionally, you will play a vital role in organizing, participating in, and following up on client financial reviews and planning sessions.

We seek a motivated and qualified individual who is eager to embark on a career path within wealth advisory. The ideal candidate will demonstrate exceptional problem-solving abilities, effective influence, and consultative skills to elevate the client experience. A strong aptitude for technology, attention to detail, and a willingness to learn new tools and investment products are essential. A comprehensive understanding of financial planning concepts and proven experience in customer service and client support are required. This role demands a high level of integrity, discretion, and professionalism in managing confidential information, along with the ability to collaborate effectively within a team environment.

Key Responsibilities:

  • Responding to incoming phone calls.
  • Scheduling and confirming appointments with clients and vendors.
  • Coordinating logistics for meetings, including transportation and meals.
  • Processing new accounts, transfers, and requests for funds.
  • Assisting in the collection of client financial information.
  • Collaborating with clients and advisors to resolve inquiries and follow up on action items.
  • Conducting follow-up communications with clients and vendors.
  • Drafting client correspondence.
  • Preparing for and attending client meetings.
  • Maintaining records in our internal systems and financial planning software.
  • Performing general administrative tasks as needed.
  • Assisting in the planning of client events.

Essential Qualifications:

  • Bachelor's degree in business or a related field.
  • Experience in customer service, with the ability to engage effectively with clients in a dynamic environment.
  • Proficiency in Microsoft Office Suite, including Outlook, Excel, Word, SharePoint, and Zoom.
  • Comprehensive training will be provided to prepare for FINRA licensing exams during the initial onboarding period.
  • Support for additional licensing such as CFP and CFA will also be available.

  • Client Service Associate in Wealth Management

    2 weeks ago

    Seattle, Washington, United States One Oak Wealth Management Full time

    About One Oak Wealth Management: Are you passionate about fostering strong and meaningful connections with clients in a boutique wealth management environment? At One Oak Wealth Management, we are dedicated to assisting clients in achieving their financial aspirations while positively influencing future generations. Our firm offers a comprehensive suite of...

  • Client Service Associate in Wealth Management

    2 weeks ago

    Seattle, Washington, United States One Oak Wealth Management Full time

    About One Oak Wealth Management: We are a distinguished boutique firm dedicated to fostering profound and impactful relationships with our clientele. Our mission is to assist clients in realizing their financial aspirations while contributing positively to future generations. As a comprehensive wealth advisory firm, we offer a wide array of financial...

  • Client Wealth Advisor

    2 weeks ago

    Seattle, Washington, United States Garde Capital, Inc. Full time

    Position Title: Wealth ManagerLocation: Seattle, WAOverview:Garde Capital, Inc. is in search of a dedicated wealth management advisor to implement our unique Wealth Management framework for both new and existing clientele. This role involves collaboration with a senior advisor, focusing primarily on enhancing the wealth management experience for our current...

  • Wealth Management Associate

    4 days ago

    Seattle, Washington, United States Equitable Holdings Full time

    **About Equitable Advisors**Equitable Advisors is a leading firm in the financial services industry, dedicated to helping individuals and organizations achieve their long-term goals. Our mission is to provide innovative solutions and expert guidance to build fulfilling futures.**Job Summary**We are seeking a talented Wealth Management Associate to join our...

  • Tax Associate

    3 days ago

    Seattle, Washington, United States PathStone Full time

    About PathstonePathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and compliance, insurance and risk management,...

  • Wealth Management Associate

    3 days ago

    Seattle, Washington, United States Equitable Services Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Professional to join our team at Equitable Advisors. As a key member of our Retirement Benefits Group, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesProvide financial products and services to clients, including education and...

  • Private Wealth Manager

    3 days ago

    Seattle, Washington, United States MRINetwork Jobs Full time

    Job OverviewMRINetwork Jobs is seeking a seasoned Private Banker to join our team of financial experts. As a Private Banker, you will be responsible for developing and maintaining relationships with high net worth clients, providing them with tailored financial solutions and expert advice.Key ResponsibilitiesNew Business Development: Identify and pursue new...

  • Senior Wealth Advisor

    2 weeks ago

    Seattle, Washington, United States Garde Capital, Inc. Full time

    Position Title: Wealth ManagerLocation: Seattle, WARole Overview:Garde Capital, Inc. is on the lookout for a dedicated wealth management advisor to implement our unique Wealth Management methodology for both new and existing clientele. This role will involve collaboration with a senior advisor, primarily focusing on enhancing the experience of our current...

  • Wealth Management Specialist

    6 days ago

    Seattle, Washington, United States Bank of America Full time

    Job Summary:We are seeking a highly skilled and experienced Wealth Management Specialist to join our team at Bank of America. As a key member of our Financial Services team, you will be responsible for providing exceptional client service and support to our clients, while also driving business growth and development.Key Responsibilities:Provide quality...

  • Wealth Management Tax Specialist

    2 weeks ago

    Seattle, Washington, United States Charles Schwab Full time

    Position Type: Regular Your opportunity Charles Schwab's Wealth and Advice Solutions represents a comprehensive Wealth Management division, renowned for its exceptional personal relationships, specialized services, and continuous advice grounded in a strategic investment approach. The Wealth Strategies Consulting Group is dedicated to addressing the...

  • Wealth Management Consultant

    1 week ago

    Seattle, Washington, United States Jobot Full time

    Exciting Opportunity for a Certified Financial PlannerAs a personal Chief Financial Officer, you will oversee clients' wealth strategies. This role is hosted by Jobot, a leader in the financial services industry.Salary:$85,000 - $135,000 per yearAbout Us:Our firm has established itself as a premier organization, committed to creating an exceptional...

  • Senior Client Advisor

    1 week ago

    Seattle, Washington, United States International Search Consultants Full time

    Senior Client AdvisorWe are seeking a seasoned Strategic Client Advisor to join our team at International Search Consultants. As a Senior Client Advisor, you will play a pivotal role in expanding our footprint and making a lasting impact within a collaborative and dynamic environment.About the RoleAs a Senior Client Advisor, you will be responsible for...

  • Senior Coordinator for Wealth Management Banking

    2 weeks ago

    Seattle, Washington, United States WELLS FARGO BANK Full time

    About the Position:Wells Fargo is in search of a Senior Coordinator for Wealth Management Banking to join our Banking, Lending, and Trust division. This role is pivotal in ensuring that our clients receive exceptional service and support.Key Responsibilities:Assist seasoned Private Bankers with account management, sales initiatives, risk assessment, and...

  • Senior Banking Coordinator for Wealth Management

    1 week ago

    Seattle, Washington, United States WELLS FARGO BANK Full time

    About Wells Fargo:Wells Fargo is committed to placing our customers at the forefront of our operations. We value diversity, equity, and inclusion, fostering a workplace where every individual feels appreciated and motivated.Position Overview:We are in search of a Senior Wealth Management Banking Coordinator (SAFE) within our Banking, Lending, and Trust...

  • Senior Wealth Management Advisor

    1 week ago

    Seattle, Washington, United States U.S. Bank Full time

    About U.S. BankAt U.S. Bank, we are dedicated to empowering our clients and the communities we serve to make informed financial choices and foster growth. We recognize that our collective ambition thrives on the unique potential of each individual. A career with U.S. Bank offers a diverse array of opportunities to explore your strengths and passions from the...

  • Financial Wealth Consultant

    2 weeks ago

    Seattle, Washington, United States Corient Full time

    Empower Your Career in Wealth ManagementAt Corient, we specialize in assisting high-net-worth individuals and families in achieving their financial aspirations while safeguarding their wealth for future generations. Our mission is to exceed client expectations, simplify their financial lives, and create enduring legacies. We are in search of dedicated and...

  • Wealth Management Consultant

    2 weeks ago

    Seattle, Washington, United States Edward Jones Full time

    Opportunity OverviewAt a pivotal moment in your career, consider a path as a financial advisor. This role is designed for those looking to make a significant impact in the financial well-being of clients. As a financial advisor at Edward Jones, you will collaborate with clients to help them reach their long-term financial aspirations, including retirement...

  • Senior Wealth Management Advisor

    3 days ago

    Seattle, Washington, United States Whittier Trust Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Senior Wealth Management Advisor. As a key member of our client services team, you will be responsible for managing high net worth clients and developing new business opportunities.Key ResponsibilitiesManage a portfolio of high net worth clients, providing...

  • Director, Business Development – Wealth Management Solutions

    3 weeks ago

    Seattle, Washington, United States Monroe Capital LLC Full time

    All Jobs > Director, Business Development, Wealth Management Solutions - Pacific Northwest Director, Business Development, Wealth Management Solutions - Pacific Northwest Fully Remote • Seattle Full-time Description Monroe Capital is seeking an investment Business Development professional to help support and promote the firm's Private Credit...

  • Wealth Management Consultant

    2 weeks ago

    Seattle, Washington, United States Edward Jones Full time

    Opportunity OverviewAt a pivotal moment in your career, consider a role as a financial advisor. This position offers a chance to guide clients in achieving their financial aspirations, including retirement planning, wealth accumulation, estate management, and educational funding.As a financial advisor with Edward Jones, you will cultivate and expand your own...