Remote Client Services Specialist - Financial Back Office

Northwest Asset Management; Washington; On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Medical, Dental, Vision insurance

401(k) with company match

Paid time off

Tuition reimbursement

Certificate sponsorship

Sabbatical after 5 years

Remote work option

Job summary

Northwest Asset Management is seeking a Client Services Support professional to assist the Back Office and Client Services teams with account openings, documentation, and client requests. The role involves coordinating with advisors, custodians, and staff to ensure accuracy and timely processing using CRM and Microsoft Office tools.

You will work with a collaborative team, supporting processes that enhance client service and account administration.

Qualifications

• Bachelor’s degree from an accredited college or university.
• 2+ years of experience in the investment or finance industry preferred.
• Securities Industry Essentials (SIE) exam required within six months of hire.
• Strong organizational and project coordination skills, with the ability to prioritize multiple assignments, manage deadlines, and maintain client service.
• Excellent written and verbal communication skills, with professional demeanor.
• Proficiency with Windows-based software, including Word, Excel, PowerPoint, Outlook.
• Ability to work independently and in a team environment.

Responsibilities

• Support Back Office and Client Services teams with daily administrative tasks.
• Prepare, process, and track account opening and other client documentation.
• Create and track CRM requests for wires, ACH, journals, checks, and other tasks.
• Prepare documents for client and advisor signature, including DocuSign requests.
• Process, organize, file, and maintain client and advisor documentation.
• Follow up on outstanding paperwork to ensure timely completion.

Skills

Communication

Attention to detail

Organization

CRM software

Microsoft Office

Education

Bachelor's degree

Tools

CRM system

DocuSign

Windows Office apps

Job description

Northwest Asset Management is seeking a Client Services Support professional to assist the Back Office and Client Services teams with account openings, documentation, and client requests. The role involves coordinating with advisors, custodians, and staff to ensure accuracy and timely processing using CRM and Microsoft Office tools.

You will work with a collaborative team, supporting processes that enhance client service and account administration.