Client Service Associate

Overview

Merriman is searching for an exceptional person to join our team as a Client Services Associate. The person filling this position will work as an integral team member, working directly with our clients and our financial advisors to make sure all the details of client accounts are implemented properly and with efficiency. Your previous industry-relevant experience is a vital component to our success. We are highly selective in choosing team members and seek a unique individual who has a driving passion for engaging with and taking care of people and an interest in financial planning and investment management. We are a well-established and expanding wealth management firm that needs people who will grow with us, personally and professionally.

The Job

Overview: You will be a critical part of our team, working directly with our clients and our financial advisors to make sure all the details of client accounts are implemented properly and with efficiency. Your previous industry-relevant experience is a vital component to our success.

This is a detail-oriented position that requires the ability to multitask, anticipate needs, and adjust to changing priorities as well as operate as an effective member of a team.  Elements of responsibilities include processing account openings, closures, transfers, and distributions according to government regulations and company policies.  You will be expected to answer and prioritize telephone calls, emails, daily account maintenance and other administrative support tasks. 

You will need to comprehend the details of our investment strategies, our proprietary investment process, investment products and programs, and the asset allocation tools that we use.

At Merriman Wealth Management we work as a team, which includes supporting each other and lending a hand. It is not uncommon to utilize your skills and talents in other departments to work on projects and short-term tasks that need assistance.

The Company

We opened our doors in 1983 and since then we have become an established firm of intellectually curious, motivated people that combine technical expertise with compassion and empathy. We are financial educators and life advisors with a fresh approach to wealth management who support clients throughout their entire journey.

We believe true wealth is not just accumulating money but enabling clients and those they care about to live a fuller life. Our advisors are trained to understand the relationship between money, the control it gives clients over how they spend their time, and the powerful and universal influence that has on their happiness. We have proven investment expertise and the empathy to understand and support client needs. We are passionate about educating clients about our investment strategy and showing them how it will enable them to live life more fully.

Qualifications

Candidates who want to be considered for this job would ideally have 3 years previous experience providing Client service in the financial services industry. They are comfortable dealing with information that is sensitive, personal, and confidential. Other essential attributes include accuracy, good judgment, tact, reliability, trustworthiness, professional poise, excellent communication skills, the ability to work under stress and deal with clients who are under stress.

Our client services associates are familiar with financial markets and personal finance issues in general. 

Work Environment:

Merriman has offices in Seattle and Bellevue, Washington and Eugene, Oregon. This position is in our Bellevue office. Normal hours are 7 a.m. to 4 p.m. Monday through Friday. We expect the newly hired employee to work in the office for the first 3- to 6-months of employment. After the initial onboarding period, we typically allow client-facing employees in good standing to work remotely up to 3 days per week. You may be asked to occasionally attend a client event outside of normal business hours.

This position works in a high-rise office environment.  The position requires sitting, standing, and mobility throughout the office.  The ability to use common office products (phone, fax, PC and related software) is necessary to perform this job.  The ability to communicate clearly and professionally is vital.

The Rewards

We offer a team-based, safe, positive work environment where employees are encouraged to grow into new responsibilities and to accept new challenges. This is a non-exempt, salaried position with an annual bonus opportunity.

The salary range for this position is $51,000- $86,000 annually.

We also offer a competitive benefits package which includes but is not limited to:

• 100% of the employee’s medical/dental/vision premiums are covered by the employer
• An HSA account is provided to those who enroll in medical insurance with employer contributions
• Life and short- and long-term disability insurance
• Paid Parental leave
• A generous Paid Time Off and Paid Sick Leave program
• 401(k) plan with a 6% match
• Paid volunteer time
• We offer nine (9) paid holidays: New Year’s Day, Martin Luther King Jr. Day, President’s Day, Memorial Day, Independence Day, Juneteenth, Labor Day, Thanksgiving Day, and Christmas Day.
• Health and wellness benefit: we reimburse gym memberships fees up to $70.00 per month.

To apply, please visit our website at www.merriman.com/jobs where you will be prompted to complete our online application process.

We look forward to hearing from you!