Wealth Management Associate - Client-Centric Operations

Claire Myers Consulting; Seattle (WA); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

90–100% employer-paid health coverage

4% 401(k) match

PTO and paid holidays

Employer-paid disability coverage

Job summary

A reputable financial services firm in downtown Seattle is seeking an experienced Wealth Management Associate. The ideal candidate will support daily investment operations, enhance client experiences, and collaborate with Advisors. Responsibilities include managing client inquiries, processing trades, and assisting with insurance applications. Applicants should have 3–5 years of experience in investment operations and possess strong communication skills. This role offers a competitive salary range of $70,000–$110,000 along with comprehensive health coverage and a 401(k) match.

Qualifications

• 3–5 years of investment brokerage operations experience.
• FINRA Series 7 & 66 (or equivalent) within 6 months of hire.
• WA state life & health insurance license or willingness to obtain.

Responsibilities

• Serve as primary point of contact for clients.
• Process trades and maintain accounts.
• Assist with insurance application processing.

Skills

Client communication

Investment operations

Process improvement

CRM technology

Tools

MS Office

Job description

A reputable financial services firm in downtown Seattle is seeking an experienced Wealth Management Associate. The ideal candidate will support daily investment operations, enhance client experiences, and collaborate with Advisors. Responsibilities include managing client inquiries, processing trades, and assisting with insurance applications. Applicants should have 3–5 years of experience in investment operations and possess strong communication skills. This role offers a competitive salary range of $70,000–$110,000 along with comprehensive health coverage and a 401(k) match.