Client Services & Planning Associate

Apella Wealth; Bellevue (WA); On-site; USD 50,000 - 70,000; Full time

Job summary

Apella Wealth in Bellevue, WA, is seeking a detail-oriented professional to provide exceptional client service and administrative support to Financial Advisors. The ideal candidate will have 3-5 years of experience in the finance or investment industry and a Bachelor's Degree. Responsibilities include managing client correspondence, processing paperwork, and ensuring organization within the team. This is an excellent opportunity for a self-starter who thrives in a fast-paced environment.

Qualifications

• 3-5 years of finance or investment industry experience.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Excellent written and oral communication skills.

Responsibilities

• Provide high level service to clients at the direction of Advisors.
• Process account paperwork and maintain related files.
• Respond to client requests for service.

Skills

Client service

Time management

Organizational skills

Communication skills

Project management

Education

Bachelor’s Degree

Tools

Microsoft Office Suite

CRM software

Job description

Apella Wealth in Bellevue, WA, is seeking a detail-oriented professional to provide exceptional client service and administrative support to Financial Advisors. The ideal candidate will have 3-5 years of experience in the finance or investment industry and a Bachelor's Degree. Responsibilities include managing client correspondence, processing paperwork, and ensuring organization within the team. This is an excellent opportunity for a self-starter who thrives in a fast-paced environment.