Financial Services Coordinator

3 weeks ago


Seattle, Washington, United States Nwafp Full time
Client Associate Job Description

We are seeking a highly skilled and detail-oriented Client Associate to join our team at Northwest Association for Financial Professionals. As a Client Associate, you will play a critical role in supporting our Directors and Client Analysts in delivering exceptional wealth management services to our clients.

Key Responsibilities:
  • Provide administrative support to the advisory team, including client communication, account administration, and internal administration.
  • Prepare and maintain accurate and timely client reports, analyses, and other documents.
  • Coordinate account administration, including documentation and follow-up with clients.
  • Ensure compliance with all protocols regarding safeguarding of information and other security measures.
  • Identify and implement changes in business processes to streamline work procedures.
Requirements:
  • Four-year college degree or equivalent work experience in the financial services industry.
  • Experience in private wealth management, client services, or finance/banking operations.
  • Strong analytical and research skills with attention to detail.
  • Excellent written and verbal communication skills.
  • Ability to work in a collaborative team environment.
What We Offer:
  • Competitive salary commensurate with experience and skills.
  • Annual bonus based on company and individual performance.
  • Excellent benefits, including medical, dental, and vision coverage.
  • Generous time off and flexible work hours.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.



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