Hybrid Client Service Associate – Financial Planning

Northern Lights Advisors Inc.; Seattle (WA); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental and Vision insurance

401(k) with 3% match

20 PTO days first year

Hybrid position

Job summary

Northern Lights Advisors is seeking a Hybrid Client Service Associate in Seattle, WA to join our growing financial planning team. The role offers a salary range of $80K–$100K, a Monday–Friday schedule, medical/dental/vision insurance, a 401(k) with a 3% match, and 20 PTO days in the first year in a collaborative client-focused environment.

Responsibilities include supporting Advisors, preparing client meeting materials, processing account openings and transfers, updating Salesforce, and helping

Qualifications

• 3 years of financial services experience.
• Proficient with technology and third-party software; paperless office.
• Strong prioritization, problem-solving, and meeting deadlines.
• Excellent organization skills and attention to detail.
• Ability to anticipate client and advisor needs.
• Independent work habits with minimal supervision.
• Ability to learn and implement new software quickly.
• Clear communication and collaborative teamwork.
• Knowledge of CRM software and data privacy policies.
• Experience with Salesforce or similar CRM is a plus.

Responsibilities

• Respond to client requests with timeliness and accuracy in mind
• Assist Advisors with client meeting prep and follow-up tasks
• Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
• Become primary point person for AI integration and work directly with leadership on this ongoing effort
• Maintain and update client data in Salesforce
• Initiate, manage, and tweak workflows in Salesforce
• Data input into our financial planning software – eMoney – and preliminary analysis of financial plans
• Run reports and proposals in Orion

Skills

Client service

Communication

Time management

Attention to detail

Team collaboration

Tools

Salesforce

eMoney

Orion

Holistiplan

Claude

Schwab

Google Workspace

Job description

Northern Lights Advisors is seeking a Hybrid Client Service Associate in Seattle, WA to join our growing financial planning team. The role offers a salary range of $80K–$100K, a Monday–Friday schedule, medical/dental/vision insurance, a 401(k) with a 3% match, and 20 PTO days in the first year in a collaborative client-focused environment.

Responsibilities include supporting Advisors, preparing client meeting materials, processing account openings and transfers, updating Salesforce, and helping