Wealth Client Services Associate

PowerToFly; Seattle (WA); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Medical and Dental Benefits

401(k) Plan

Paid Time Off

Disability Insurance

Job summary

A leading financial services firm in Seattle seeks Client Service Associates to enhance client relationships and provide exceptional support to Financial Advisors. Ideal candidates should possess strong organizational and interpersonal skills, with a high school diploma required and a college degree preferred. The role offers a salary range of $55,000 - $95,000 and includes comprehensive benefits. This is an excellent opportunity for motivated individuals to build a rewarding career within a dynamic team environment.

Qualifications

• High School Diploma or equivalent is required.
• Prior industry experience is a plus.
• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65.

Responsibilities

• Support teams in building client relationships.
• Handle money movement transactions as needed.
• Educate clients on digital tools.
• Manage phone and calendar tasks efficiently.

Skills

Detail orientated

Excellent organizational skills

Advanced Microsoft Office skills

Interpersonal skills

Strong time management skills

Ability to multi-task

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Job description

A leading financial services firm in Seattle seeks Client Service Associates to enhance client relationships and provide exceptional support to Financial Advisors. Ideal candidates should possess strong organizational and interpersonal skills, with a high school diploma required and a college degree preferred. The role offers a salary range of $55,000 - $95,000 and includes comprehensive benefits. This is an excellent opportunity for motivated individuals to build a rewarding career within a dynamic team environment.