Client Service Associate - NW Recruiting Partners

Client Service Associate

Kirkland, WA

Our client, a local family wealth management firm, is seeking a Client Service Associate to work directly with the owner. In a smaller office setting, they prioritize client interests and emphasize the development of long-term relationships through personalized investment management and planning.

Client Service Associate Responsibilities:

• Provide exceptional customer service and communication.
  
• Schedule, confirm, and occasionally participate in client meetings.
  
• Document meeting notes and prepare follow-up communication.
  
• Manage day-to-day client service operations.
  
• Process onboarding paperwork and incoming account transfers.
  
• Facilitate various money movements such as wires, third-party wires, and checks.
  
• Monitor account activity and take appropriate actions.
  
• Track significant client events and send appropriate corporate greetings.
  
• Address inbound client calls and accurately note client requests.
  
• Maintain financial planning profiles and update plan information in planning software.
  

Client Service Associate Profile:

• Minimum 1 year of client service experience in financial services or related field; direct investment industry experience preferred.
  
• Proficiency in Microsoft® Office, Salesforce, etc.
• Strong written and verbal communication skills.
  

Benefits & Appreciation:

• Medical/Dental/Vision Insurance
  
• PTO and holidays
  
• Flexible work schedule
  

Compensation: $60,00-$75,000 (DOE)