Client Services Associate

Meadows Wealth Advisors; Camas (WA); On-site; USD 48,000 - 70,000; Full time

Benefits offered by this job

13 Paid Holidays

10 days PTO/Vacation in first year

401(k) with match

Health, Dental, and Vision Insurance

Frequent baked goods in office

Reimbursement for licensing and certifications

Job summary

A financial planning firm in Camas is seeking a Client Services Associate for a full-time position. The ideal candidate will assist in managing office workflow, support financial advisors, and provide excellent client service. Required skills include detail orientation and proficiency in Microsoft Office. Additional benefits include paid holidays, a 401(k), and health insurance. This role offers significant opportunities for career growth and development in a collaborative environment.

Qualifications

• Proficiency with Microsoft Office required.
• Preferred 2+ years of similar experience in the financial industry.
• Ability to obtain necessary licenses within first 6 months.

Responsibilities

• Assist Service Team with meeting preparation and reports.
• Work with Ameriprise home office for account setup and maintenance.
• Coordinate client and prospect meetings.

Skills

Detail Oriented

Analytical

Strong professional writing and verbal communication skills

Strong organizational skills

Ability to prioritize competing assignments

Education

College degree in Finance, Business, Communication or similar field

Tools

Microsoft Office (Outlook, Excel, Word, PowerPoint)

Salesforce

Job description

Ready for the next step in your financial services career?

Join our dynamic and growing financial planning office in a full-time role, where we help clients achieve their financial goals in a collaborative and professional environment.

The Client Services Associate assists in managing and organizing office work flow and daily business operations. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

This role is administrative in nature and not sales focused, but with plenty of room for career growth and development.

Please reply with both cover letter and resume to [e-mail]

Responsibilities and Job Functions

50% Meeting Support

• Assist Service Team with meeting preparation and compilation of reports
• Assist Financial Advisors with note taking / documentation during client meetings
• Complete paperwork in meeting as needed
• Document and assign follow up action items for team members
• Follow up with clients / home office regarding their action items

50% Operations and Client Relationship Management

• Work with Ameriprise home office to ensure accurate account setup, ongoing maintenance, and resolve issues
• Answer client questions and provide readily available information, if requested and as allowable, as it relates to servicing their accounts
• Maintain files and records in accordance with the records retention policy
• Provide insight and recommendations to effectively use key tools (Salesforce, Thomson, etc.) that help lead to results in practice
• Set up and maintain client management system
• Coordinate client and prospect meetings
• Conduct transaction requests as directed by financial advisor(s) and associate financial advisor(s)
• Meeting follow-up and task management
• Document client contacts and interactions
• Perform other job-related duties and/or special projects as required

Skills and Attitude Necessary to Succeed

• Detail Oriented and Analytical
• Genuine interest in serving and caring for other people
• Self-motivated, willingness to improve and learn new things, and an overall positive attitude
• Strong professional writing and verbal communication skills
• Ability to follow and improve standard operating procedures
• Knowledge of computers, scanners, and other office technology
• Excellent interpersonal communication and problem-solving skills
• Strong organizational skills and effective time management
• Ability to prioritize competing assignments, tasks, and responsibilities

Qualifications Include

• Proficiency with Microsoft Office (Outlook, Excel, Word, and PowerPoint)
• Preferred: 2+ years of similar/industry experience
• Preferred: College degree in Finance, Business, Communication or similar field
• Preferred: Series 7, Series 66, and State life, accident, and health insurance licenses (or ability to obtain within first 6 months of employment)

Nice to Have:

• Experience with Ameriprise systems
• Familiarity with Money Guide Pro and Salesforce

• Full-Time Position at our Camas office location
• Base pay ranges from $48,000 - $70,000 depending on experience and qualifications
• 13 Paid Holidays + 10 days of PTO/Vacation in first year, increases in year two
• 401(k) with match after 6 months of employment
• Health, Dental, and Vision Insurance
• Frequent baked goods / pastries due to a strong sweet-tooth culture in office
• Reimbursement for future licensing and certifications

We are an Equal Opportunity Employer. Selected candidate will be required to pass a background check.

Please reply with both cover letter and resume to [e-mail]

You may learn more about us at MeadowsWealthAdvisors.com.