Financial Planning Client Services & Operations 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

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.