Hybrid Client Service Associate - Financial Planning

The Strategic Implementer; Seattle (WA); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental and Vision insurance

401(k) with match

PTO and holidays 20 days

Hybrid position

Great work-life balance

Job summary

Northern Lights Advisors in Seattle, WA is seeking a HYBRID Client Service Associate to join our team and provide exceptional client service. The role supports advisors, prepares meetings, handles account paperwork, and helps with AI integration while maintaining client data in Salesforce.

The position offers a hybrid work setup with 1-2 days in the office, 80k–100k salary, medical/dental/vision, 401(k) with match, generous PTO, and a collaborative, client-focused culture.

Qualifications

• 3 years of financial services experience
• Adept and skilled with technology and 3rd party software
• Ability to prioritize tasks, problem-solve, and meet deadlines
• Organization skills & attention to detail
• Ability to anticipate client and advisor needs
• Ability to work independently while prioritizing projects and managing your time
• Ability to learn and implement new technology and software quickly
• Ability to communicate well and work in a collaborative environment
• Ability to follow office processes and policies related to office operations & client privacy

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

Communication skills

Tech-savvy

Organizational skills

Tools

Salesforce

Claude

Schwab

eMoney

Holistiplan

Orion

Google Workspace

Job description

Northern Lights Advisors in Seattle, WA is seeking a HYBRID Client Service Associate to join our team and provide exceptional client service. The role supports advisors, prepares meetings, handles account paperwork, and helps with AI integration while maintaining client data in Salesforce.

The position offers a hybrid work setup with 1-2 days in the office, 80k–100k salary, medical/dental/vision, 401(k) with match, generous PTO, and a collaborative, client-focused culture.