Client Associate

A renowned financial services firm in Burlington, WA is seeking a Client Associate to join their team of dynamic professionals! As a Client Associate, you will be responsible for supporting Financial Advisors by providing essential administrative support for things such as scheduling appointments, opening new accounts, and following up to ensure client service models are met.

The position comes with a full benefits package, and you will enjoy working with a management team that is easy-going and fosters a supportive work atmosphere, where your career aspirations are valued. This client-facing role is an excellent opportunity to gain exposure to the financial services industry while contributing to the firms’ continued success!

Pay Range: $52,000 - $55,000 DOE

Responsibilities:

• Schedule appointments and manage calendars for financial advisors
• Process required minimum distributions (RMDs), prepare checks, and manage ACH transactions
• Open and manage client accounts while ensuring accuracy and compliance
• Assist in invoice preparation and ensure accuracy of details
• Collaborate with financial advisors to schedule client review meetings and follow up on service commitments
• Provide polished and professional communication with clients via phone, email, and in-person interactions
• Send portfolio reports and updates to clients as needed
• Collaborate with colleagues to enhance team efficiency and develop processes and procedures
• Pursue securities industry licensure within six months of employment

• 3-5 years of professional experience in a corporate setting
• Bachelor’s degree is preferred
• Working knowledge of the securities industry
• Prior industry experience is a plus
• Proficient computer skills (working knowledge of Microsoft Word, Excel and Outlook)
• Excellent interpersonal and communication skills
• Ability to build rapport with clients and maintain professionalism
• Highly organized with the ability to prioritize tasks and multitask effectively
• Securities industry licensure (SIE, Series 7, and Series 63) preferred

• Medical, Dental, and Vision insurance
• 401k and ESOP contributions
• Generous sick, vacation, and maternity/paternity leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement
• Discounted personal insurance
• Charitable gift-matching program

• Supportive work environment

If you love working with people and have a passion for finance, apply now!

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