Client Service Associate (Seattle or Bellevue)

Responsibilities

• Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and professionals
• Quickly develop knowledge of a variety of forms and account procedures in order to assist clients
• Act with integrity and respect in all situations
• Cultivate and grow existing client relationships
• Absorb and process paperwork to open and service accounts
• Local office interaction with other support members, Financial Professionals and Management

Requirements

• This role requires superior interpersonal and multi-tasking skill sets as well as meticulous attention to detail and thoroughness
• 1-2 years’ experience working as a sales assistant/CSA in financial services preferred
• A basic understanding of financial instruments and brokerage/insurance products
• Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and the ability to learn DocuSign and internal software programs
• Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role
• Must be able to maintain the highest level of confidentiality
• Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills
• Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner
• Able to prioritize and meet designated deadlines and work effectively in a pressurized environment under time constraints
• Demonstrate the ability to handle multiple tasks to completion with little or no supervision

Qualifications

• The candidate should be able to operate independently as well as a member of a small team

Skills

• Able to handle multiple tasks to completion with little or no supervision

Benefits

• Comprehensive benefits package for eligible employees which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits
• Paid family medical leave and disability benefits to eligible employees where required by applicable law

Pay

The current base salary range offered for this role is between $50,000.00 - $60,000.00 per year.