Client Experience Specialist — Financial Services

Boutique Recruiting; Everett (WA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401(k) plan

Annual performance bonus

Licensing bonus upon registration

Generous paid time off

10 holidays and sick leave

Job summary

Boutique Recruiting is seeking a Client Associate to support a team of four Financial Advisors in Everett, WA. You will manage client service needs, facilitate fund transfers, and process trades to ensure smooth daily operations.

The ideal candidate has 3–5+ years in financial services, holds Series 7 (and possibly Series 65), and demonstrates strong customer service and Excel skills. You will engage with clients by phone and email, contributing to a high-quality client experience.

Qualifications

• 3–5+ years of financial services experience in client support.
• Active Series 7 license required or willing to obtain; Series 65 preferred.
• Strong customer service and phone communication skills.
• Intermediate Microsoft Excel skills.
• Ability to work independently within a team and follow processes.
• Ability to pass FINRA background and credit checks.

Responsibilities

• Support a team of four Financial Advisors by managing daily client service needs and administrative operations.
• Facilitate transfers of client funds and securities, process check requests, and handle cashiering activities.
• Enter and process financial transactions, including stock and bond trades, options, margin trades, mutual funds, and stop orders.
• Provide professional telephone support, respond to client inquiries, and deliver an exceptional client experience.
• Process annuity and insurance payments while ensuring accuracy and timely completion of account transactions.
• Assist with client communications, periodic mailings, and maintaining strong relationships between clients and advisors.
• Keep advisors informed of important client account activity and transaction updates while helping ensure smooth daily operations.

Skills

Client service

Financial services experience

Series 7 license

Series 65 license

Microsoft Excel

Job description

Boutique Recruiting is seeking a Client Associate to support a team of four Financial Advisors in Everett, WA. You will manage client service needs, facilitate fund transfers, and process trades to ensure smooth daily operations.

The ideal candidate has 3–5+ years in financial services, holds Series 7 (and possibly Series 65), and demonstrates strong customer service and Excel skills. You will engage with clients by phone and email, contributing to a high-quality client experience.