Client Services Support

Northwest Asset Management; Washington (District of Columbia); On-site; USD 55,000 - 70,000; Full time

Job summary

A leading financial services firm is seeking a Client Services Support individual to assist with administrative tasks and client accounts. This entry-level position involves working closely with the Client Services team to ensure efficient operations. The ideal candidate will possess strong organizational skills, attention to detail, and the ability to thrive under pressure. Benefits include comprehensive insurance coverage, a 401(k) plan with matching, and tuition reimbursement.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with Company Match

Tuition Reimbursement

Paid Time Off

Fitness Membership Reimbursement

Internet Reimbursement

Employee Referral Bonus

Sabbatical Leave

Qualifications

• 2+ years in the investment or finance industry required.
• Securities Industry Essentials exam required within 6 months of hire.

Responsibilities

• Assist Back Office department and Client Services team with various tasks.
• Prepare and track account opening and transfer documents.
• Maintain all client and advisor files in orderly manner.

Skills

Strategic Thinking

Problem Solving

Organizational Skills

Communication

Teamwork

Education

Bachelor’s Degree

Tools

Microsoft Office

Job description

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Northwest Asset Management provided pay range

This range is provided by Northwest Asset Management. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$55,000.00/yr - $70,000.00/yr

Title: Client Services Support

Reports to: Senior Client Services Manager

Salary Range: $55,000-$70,000 annually with potential for annual bonus based on firm profitability and employee performance.

• Medical, Dental, and Vision insurance: 80% employer paid premiums for employee and 50% employer paid premiums for dependents. Two plan options: High deductible with HSA and low deductible plan.
• 100% employer paid premium for Group Term life, voluntary employee paid life and AD&D Insurance.
• 401(k) with 100% company match up to 4% with both Traditional and Roth options.
• Voluntary long-term Disability Insurance.
• Paid time off: 17 days annually for new hires, two half-days per month, 10 holidays plus 1 floating holiday, birthday leave, bereavement leave, 16 hours per year of volunteer leave.
• Certification and designation sponsorship, tuition reimbursement up to $5000 annually.
• Additional benefits: fitness membership reimbursement, internet reimbursement, one month paid sabbatical after 5 years of employment, employee home loan program, donation matching, recognition program, employee referral bonus, and company events.

Job Summary

The Client Services Support individual will assist the Back Office Support Team with various administrative tasks, client accounts, account openings, and procedures. The candidate will work closely with Client Services Associates and advisors to ensure all work is thoroughly completed with minimal errors. This position will use a variety of computer programs including CRM, Microsoft Office, and custodian platforms.

Requirements and Qualifications

• Bachelor’s degree from an accredited college or university required.
• 2+ years in the investment or finance industry required.
• Securities Industry Essentials exam, required within 6 months following date of hire.
• Solid strategic thinker and problem solver
• Strong organizational and project coordination skills with the ability and experience to handle and prioritize multiple assignments and conflicting deadlines, while providing a high level of client service
• Ability to work effectively under pressure with tight deadlines, with attention to detail, and the ability to handle conflict and negotiate resolution
• Ability to be responsible for confidential and time sensitive material
• Proficiency with windows-based software (e.g. Word, Excel, and PowerPoint) and Outlook is required
• Excellent written and verbal communication skills – clear, concise, and organized
• Ability to work in a team-based environment, proactively covering and sharing task responsibilities with other team members
• Be self-motivated, show initiative and creativity in all aspects of work (e.g. creating new methods to streamline tasks)
• Work independently with little supervision and knows when to ask for guidance, clarification, assistance
• Possess a high level of professionalism, confidentiality, discretion, and judgment
• Team player, with strong coaching and listening skills
• Desire/ability to work successfully in a small company environment

Duties and Responsibilities

The Client Services Support individual can expect to focus in the following areas:

• Assists Back Office department and Client Services team with various tasks.
• Prepare and track account opening and transfer documents.
• Track and submit wires, ACH, check requests, etc.
• Prefilling documents and completing DocuSigns.
• Paperwork processing and follow-up.
• Renaming, filing, and processing paperwork daily.
• Escalate issues or complex tasks to appropriate personnel.
• Assist with onboarding new advisors and clients.
• Maintain all client and advisor files in orderly manner.
• Answer telephone calls.
• Follow operational procedures.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Financial Services and Investment Advice

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Tuition assistance

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