Location
Seattle, WA | United States
Job description
Position Overview: The Client Service Associate is responsible for providing top-notch customer service to clients, responding to inquiries, and ensuring the overall satisfaction of clients with the services provided. The Client Service Associate will be the point of contact for clients and must possess strong interpersonal, communication, and problem-solving skills. The position requires an individual with a strong knowledge of Financial Services and Wealth Management, as well as a passion for learning and professional development.
Key Responsibilities:
- Provide excellent customer service and support to clients
- Respond to client inquiries in a timely, professional, and courteous manner
- Monitor client accounts and transactions
- Identify, analyze, and resolve client issues
- Develop and maintain relationships with key clients
- Prepare and review investment proposals, 401K recommendations, and tax preparation
- Advise clients on wealth management strategies and Roth conversion strategies
- Participate in business development and sales process
- Contribute to a culture of continuous professional development
Qualifications:
- Bachelor's degree in Finance, Business, Accounting, Economics, or related field
- At least 1 year of experience in the Financial Services industry
- Strong knowledge of Wealth Management and Financial Services
- Excellent verbal and written communication skills
- Ability to build relationships with clients
- Ability to work independently and in a team environment
- Proficiency in MoneyGuidePro and other investment analysis tools
- CFP Program certification is a plus
Benefits - PTO
- Paid Holidays
- Full Benefits (Medical/Dental/Vision)
- 401(k)
Applicants must be authorized to work in the U.S.
Preferred Skills
Financial Services
Wealth Management
MoneyGuidePro
Investment Advisory
Business Development
Financial Planning
Communications
Sales Process
401K Recommendations
Investment Proposals
Job tags
Salary
$65k - $90k
