Private Client Services Associate

Finance
Seattle, WA, USA
April 11, 2024
$56,000 - $75,000
Full Time
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  • Job Description

To be considered for this role, your primary residence will need to be located within a 90-mile radius of Seattle, WA

Are you ready to elevate your career in the financial services industry? Join our client’s dynamic team as a Private Client Services Associate based in the Greater Seattle, WA area. While enjoying the flexibility of this full-time remote opportunity, you’ll be an integral part of a culture that values occasional in-person collaboration and fosters meaningful connections with your peers.

What You Will Do

In this role,  you’ll play a crucial role in enhancing relationships with their esteemed high-net-worth clients. Managing assets ranging from $250,000 to $1 million, you’ll address complex service and investment needs, driving customer loyalty and unlocking business development opportunities.

Specific Responsibilities

  • Engage with clients via inbound calls, offering guidance on products and services
  • Process customer requests, including options, equities, mutual funds, fixed-income trades, and specialized monetary transactions

What They Need From You

  • Active Series 7, Series 63, or 66 required
  • 2-3 years of financial services industry experience
  • Strong technological savvy and a quick learner of new tools
  • Broad-based knowledge of financial planning concepts
  • Proven customer service and problem-resolution skills
  • Ability to influence and enrich the customer experience through consultative skills

Their Investment in You
Our client recognizes that their employees are their greatest asset. They offer a competitive total rewards package, including a stable base salary ranging from $56,000 to $76,000 annually. The base salary is only part of the total compensation package. The offer package may also include bonuses or other variable compensation depending on the position and eligibility requirements.

**Job duties, location, relevant experience, and other factors will determine your placement within this range**

In addition to a competitive base salary, their comprehensive benefits package includes:

Market-leading retirement plans
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance, including student loan repayment and tuition reimbursement
Health care coverage, emotional well-being support, and more

Seize the opportunity to grow with our client; Apply Now!

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