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Kirkland

    Client Service Associate - Kirkland, United States - NW Recruiting Partners

    NW Recruiting Partners
    NW Recruiting Partners Kirkland, United States

    3 weeks ago

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    Description

    Client Service Associate

    Kirkland, WA

    Our client, a local family wealth management firm, is seeking a Client Service Associate to work directly with the owner. In a smaller office setting, they prioritize client interests and emphasize the development of long-term relationships through personalized investment management and planning.

    Client Service Associate Responsibilities:

    • Provide exceptional customer service and communication.
    • Schedule, confirm, and occasionally participate in client meetings.
    • Document meeting notes and prepare follow-up communication.
    • Manage day-to-day client service operations.
    • Process onboarding paperwork and incoming account transfers.
    • Facilitate various money movements such as wires, third-party wires, and checks.
    • Monitor account activity and take appropriate actions.
    • Track significant client events and send appropriate corporate greetings.
    • Address inbound client calls and accurately note client requests.
    • Maintain financial planning profiles and update plan information in planning software.

    Client Service Associate Profile:

    • Minimum 1 year of client service experience in financial services or related field; direct investment industry experience preferred.
    • Proficiency in Microsoft Office, Salesforce, etc.
    • Strong written and verbal communication skills.

    Benefits & Appreciation:

    • Medical/Dental/Vision Insurance
    • PTO and holidays
    • Flexible work schedule

    Compensation: $60,00-$75,000 (DOE)

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