Client Service Associate
$80,000–$100,000 year
HybridSeattle, Washington, United States
Seattle, Washington, United StatesHybridFull Time$80,000–$100,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Respond to client requests with timeliness and accuracy, assist advisors with meeting prep and follow-up, and process account openings, transfers, and money movements. Maintain and update client data in Salesforce, initiate and tweak workflows, input data into eMoney for preliminary analysis, and run reports in Orion. Become the primary point person for AI integration by working directly with leadership on this ongoing effort. This hybrid role requires 1-2 days in the office weekly for client meetings and offers a Monday-Friday schedule with 20 PTO days.
Required Qualifications
- 3 years of financial services experience
- Adept and skilled with technology and 3rd party software
- Ability to prioritize tasks, problem-solve, and meet deadlines
- Organization skills & attention to detail
- Ability to anticipate client and advisor needs
- Ability to work independently while prioritizing projects and managing your time
- Ability to learn and implement new technology and software quickly
- Ability to communicate well and work in a collaborative environment
- Ability to follow office processes and policies related to office operations & client privacy
- Experience with CRM Software / Database
- Experience with Salesforce
- Experience with Claude
- Experience with Schwab
- Experience with eMoney
- Experience with Holistiplan
- Experience with Orion
- Experience with google office products
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