Client Advisor

Our client is a family business, formed in 2013.  The principals had enjoyed lengthy tenures at a major, well-regarded financial institution but longed to create more personal, long-term relationships with clients. They decided to open our own practice to hold and service client assets. Their venture has been a tremendous success, and can genuinely say that they look forward to going to work every day.  We look forward to working with you!

This position is ON-SITE, IN-PERSON in Mercer Island, WA, 5 days a week.

No sponsorship available for this role.

Client Associate

Well-established financial services practice on Mercer Island, in the greater Seattle area, is seeking a Client Associate to join our team!  We are achievement oriented and have a reputation for excellence.  We deal positively with our established clients and have the growth potential to help you reach your career goals.  We are committed to delivering superior service based on a foundation of honesty and integrity. We seek an individual who excels in client service, administrative functions and office management.  This position requires a goal-oriented, self-motivated person with a professional demeanor. 

General Responsibilities:

• Service existing client relationships and assist in acquiring new client relationships.
• Conduct research and prepare information for the Financial Advisors.
• Office management.
• Cross train responsibilities in the practice to leverage the Financial Advisors in all phases of client service.
• Exercise discretion and judgement to solve client needs.          

Qualifications:

• Series 7 license.
• Bachelor’s degree is strongly preferred.  Associate’s degree with commensurate work experience for 2 or more years in a sales, marketing, or service profession. 
• Excellent oral, written and interpersonal communication skills.
• Eager to learn, cooperative team player.
• A genuine interest in servicing and caring for our clients.
• Adapts to change in the work environment, managing competing demands and multiple interruptions.
• Detail oriented, deadline focused, and demonstrates a commitment to accuracy by delivery of high quality work.

Benefits:

• $90,000-$100,000 salary with opportunity for incentive-based pay.  Willing to negotiate increased compensation for the ideal candidate.
• 401(k) with employer matching and profit sharing plan.
• Fully paid health and dental insurance plan.
• Paid holidays and time off.

Must be willing to work onsite in the Mercer Island, WA office 5 days per week.

No sponsorship at this time.

Job Type: Full-time

Salary: $90,000-100,000 per year DOE

All your information will be kept confidential according to EEO guidelines.

Our client is proud to be an equal opportunity employer. They celebrate diversity and are dedicated to creating an inclusive environment for all employees.