Client Associate jobs in Seattle, WA

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Client Associate
  • Continuum Advantage LLC
  • Seattle, WA FULL_TIME
  • The Simmons Group is actively seeking a Client Associate to join their flourishing Financial Advisory Group in Seattle, Washington. The Client Associate directly engages with our clients, advisors, and team members every day, making this role truly integral to our practice. It is critical that the Client Associate is willing to learn, adapt current knowledge & skills to the firm’s processes and procedures, and embrace ongoing growth for career advancement. Multitasking skills are a must!

    Your active participation and attention to detail will make a significant difference in our ability to serve our clients effectively. The Simmons Group promotes work life balance with PTO and paid holidays and offers a competitive 401(k) match. They are looking for detail-oriented, team players who are seeking an interactive and engaging team environment. If you possess a welcoming personality and want to empower your career, we want to hear from you!

    Essential Duties and Responsibilities
    • Responsible for ensuring all client needs are promptly and accurately addressed; serve as front office support to include welcoming clients and visitors to the office; politely answer telephone calls; address calls as appropriate or take detailed messages as needed
    • Responsible for accurately answering initial questions from prospective or new clients
    • Review and respond to all electronic correspondence; promptly address issues and concerns with professionalism and attention to resolution
    • Maintain up-to-date client data in the contact management system and contact database for purposes of reporting, scheduling, fee tracking and marketing purposes
    • Create and maintain client files, prepare client forms and reports from rough draft and originating correspondence as requested by the firm’s advisors
    • Prepare deposits and scan incoming checks; process receipt of physical security certificates; maintain Time Stamp log; create and accurately process ACH’s and money transfers, journal entries, payments via check to outside vendors
    • Establish and maintain client files to meet regulatory and compliance requirements, create and produce reports and databases for maintaining files and record keeping
    • Oversee maintenance of all common office equipment ensuring proper operational order for the practice; and report any issues to the facilities manager. Maintain office supplies; ensure necessary office supplies, to include items for the break room, are on hand at all times
    Required Qualifications and Skills:
    • Bachelor or Associates degree preferred; completed college coursework in conjunction with professional work experience in the industries of finance, accounting, insurance, banking, law or similar fields will also be considered.
    • Industry experience or experience in a similar role is required.
    • Licensing not required, but willingness to take the tests is beneficial
    • Advanced computer skills including MS Office suite (Word, Excel, Outlook, PowerPoint)
    • Strong verbal, written, and interpersonal communication skills
    • Strong client service skills, first-hand experience interacting directly with customers; a genuine interest in serving and caring for our clients
    Desired Traits
    • Detail oriented and organized, ability to multitask and prioritize
    • Self-Motivated and dependable, can work effectively with little direction
    • Strong work ethic: setting and achieving goals
    • Actively contributes to the team in completing tasks, takes responsibility to meet goals and find solutions as difficulties arise
    • Positive Attitude: Create a great work environment
    • Display an ongoing interest in professional development within a determined timeframe
    Benefit Highlights
    • Competitive compensation
    • Leading benefits package to include Medical, Dental, Vision, and Short and Long Term Disability
    • Paid Time Off
    • Paid holidays as observed by the NYSE
    • 401k with company match
    • Employee Assistance Program
    • Full-Time or Part-Time Hours available
    MORE ABOUT THE SIMMONS GROUP
    Our Financial Advisory practice works as advocates for high net-worth clients and their families. We seek energetic professionals who care about the quality of their work, enjoy working in collaboration within a team, and offer strong listening and communication skills.

    We believe that each of our associate’s interest in personal and professional development is critical to our ongoing and continued success. We have built our careers and reputation on a higher level of integrity, honesty and trust. By offering what we consider to be “best-in-class service”, we continually seek new roads for improvement and maintain an openness to learn from our mistakes.

    As a team, we work collaboratively and enjoy exceeding our client’s expectations. We provide comprehensive problem solving and organizational skills, while analyzing key details that are important to our client’s overall financial picture and well-being. By presenting customized solutions, through the use of sound principals and practical application, we help our clients gain clarity on all of their investment planning needs. Our intent is to reduce stress in our client’s lives, manage their investments according to their risk tolerance and goals, and maintain a investment plan that is well-designed, current and comprehensive.
  • 23 Days Ago
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Client Associate
  • Standish Management
  • Seattle, WA FULL_TIME
  • We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy‐out, Venture Capital, Real Estate and Fund‐of‐ Funds. For new...
  • 2 Months Ago
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Verizon Client Support Associate
  • Apollo Consulting Group
  • Kent, WA FULL_TIME
  • We are looking for a full-time ambitious and confident Verizon Client Support Associate to join our astounding Client Service Department. We are a local essential business focused on customer service,...
  • 13 Days Ago
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Client Service Associate
  • Wedbush Securities
  • Seattle, WA FULL_TIME
  • Job Description: Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets,...
  • 16 Days Ago
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Wealth Management Client Associate
  • Bank of America
  • Seattle, WA FULL_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • 1 Day Ago
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Associate Client Partner
  • Infosys
  • Seattle, WA FULL_TIME
  • Infosys is hiring for an Associate Client Partner for our Retail and CPG Practice. This role will be based in the Seattle, WA market as the ideal location. As an Associate Client Partner you will coll...
  • 2 Days Ago
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0 Client Associate jobs found in Seattle, WA area

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Operations Agent
  • Solomon Page
  • Seattle, WA
  • We are seeking candidates with strong customer service experience, preferably in the airline or hospitality industries. ...
  • 4/19/2024 12:00:00 AM
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Client Executive (West Region - Remote)
  • Zones LLC.
  • Seattle, WA
  • Description Position at Zones LLC. About Zones Zones is a global provider of end-to-end IT solutions with an unmatched s...
  • 4/17/2024 12:00:00 AM
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Data Engineering Director
  • Slalom Consulting
  • Seattle, WA
  • Who You'll Work With As a modern technology company, we've never met a technical challenge we didn't like. We enable our...
  • 4/17/2024 12:00:00 AM
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Client Partner with Telecom Domain (USC & GC)
  • Diverse Lynx
  • Seattle, WA
  • Position ::- Client Partner with Telecom Domain ($No Visa Sponsership$) Location ::- Seattle, WA Contract ::- Full Time ...
  • 4/16/2024 12:00:00 AM
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Senior Consultant, Delivery Leadership
  • AIM Consulting Group, LLC
  • Seattle, WA
  • **Senior Consultant, Delivery Leadership** ** *** We are **REAL** people inspired by each other. Community, passion for ...
  • 4/16/2024 12:00:00 AM
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Principal Consultant, Delivery Leadership
  • AIM Consulting Group, LLC
  • Seattle, WA
  • **Principal Consultant, Delivery Leadership** ** *** We are **REAL** people inspired by each other. Community, passion f...
  • 4/16/2024 12:00:00 AM
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Client Delivery Executive
  • AIM Consulting Group, LLC
  • Seattle, WA
  • **Client Delivery Executive** ** *** We are **REAL** people inspired by each other. Community, passion for technology, a...
  • 4/15/2024 12:00:00 AM
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Delivery Manager (Consulting Firm Experience)
  • Neudesic, an IBM Company
  • Seattle, WA
  • Must have experience working for a Consulting firm managing T&M budgets. This is different from working with a staffing ...
  • 4/15/2024 12:00:00 AM
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About Seattle, Washington

Seattle (/siˈætəl/ (listen) see-AT-əl) is a seaport city on the West Coast of the United States. It is the seat of King County, Washington. With an estimated 730,000 residents as of 2018[update], Seattle is the largest city in both the state of Washington and the Pacific Northwest region of North America. According to U.S. Census data released in 2018, the Seattle metropolitan area’s population stands at 3.87 million, and ranks as the 15th largest in the United States. In July 2013, it was the fastest-growing major city in the United States and remained in the Top 5 in May 2015 with an annual...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Associate jobs
$58,491 to $76,690
Seattle, Washington area prices
were up 2.8% from a year ago
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What does a Client Associate do?

Client Associate
Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, and client-specific requests at various custodians (.
October 26, 2022
Monitors and proactively communicates on-going issues that impact customer satisfaction and helps ensure timely resolution.
November 22, 2022
Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.
January 22, 2023
Build solid working relationships with team members, acting as a resource for others whenever possible.
March 03, 2023
Manages a large amount of inbound calls or chats in a timely manner related to at least five major areas of the eMoney platform.
April 05, 2023
Works within matrix cross-functional teams to sustain and improve internal processes and procedures.
April 17, 2023
Understand client issues, be responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem.
April 24, 2023
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
May 02, 2023
Demonstrate service delivery excellence by fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues.
May 06, 2023
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
May 18, 2023