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Financial Services Associate

2 months ago

Seattle, Washington, United States Cypress HCM Full time
About the Role

Cypress HCM is seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in supporting our Financial Advisors and senior-level management while providing exceptional sales and administrative support to our clients.

Key Responsibilities
  • Maintain accurate and up-to-date client account information and assist Financial Advisors with special projects as needed.
  • Coordinate and prepare for client review meetings and set up new accounts, ensuring seamless onboarding experiences.
  • Organize and maintain calendars and meeting schedules, ensuring timely and efficient communication with clients and internal stakeholders.
  • Process invoices, check requests, and expense reports with precision and attention to detail.
  • Research and arrange detailed travel plans, preparing travel itineraries and compiling all necessary documents and information for travel and appointments.
  • Interact with clients in a professional and courteous manner, both in person and over the phone.
  • Prepare correspondence, presentations, and reports, ensuring high-quality deliverables that meet client expectations.
  • Follow up on deadline-driven tasks and issues, ensuring timely resolution and minimal disruption to client relationships.
  • Answer phones and take detailed, accurate messages, ensuring seamless communication with clients and internal stakeholders.
  • Maintain accurate and up-to-date files and documents, ensuring compliance with regulatory requirements and company policies.
Requirements
  • Bachelor's Degree from an accredited university.
  • FINRA Series 7 license preferred.
  • 3+ years of broker/dealer sales support experience preferred.
  • Strong commitment to customer service and a positive 'can-do' attitude.
  • Basic/working knowledge of general office procedures and equipment, including multi-line phones, FAX, computer, and keyboard skills.
  • Proficient in MS Office.
  • Professional appearance and demeanor is essential.
Compensation

Hourly rate of $30-33 an hour while on contract.