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    Senior Client Services Associate - Seattle, United States - Vaco

    Vaco
    Vaco Seattle, United States

    4 weeks ago

    Default job background
    Accounting / Finance
    Description

    Client: Financial Services/Advisory Firm
    Role: Senior Client Services Associate

    Salary: $80,000 - $90,000/annually + Benefits
    Location: Seattle, Washington (5 days a week on-site)

    Our Organization is seeking a full-time Senior Client Service Associate to join our Client Service team in our Seattle, Washington office. This is a mid-level position that is instrumental in supporting advisory teams and an excellent opportunity to develop within the financial services industry while providing upward mobility for multiple career paths. Successful candidates for this position will have strong client service and interpersonal skills and be able to thrive in a team environment with competing deadlines.

    Job Responsibilities

    • Provide operational and administrative support to Client Advisors in their daily business practices
    • Act as a key point of contact for client issues and concerns
    • Build client relationships while delivering white-glove customer service
    • Organize, track and lead team projects; seeing them through to a successful completion
    • Work cross-functionally with investment, accounting and operational departments to ensure clients' needs are being met
    • Manage individual client web portals and educate clients on the relevant capabilities and services
    • Coordinate with clients' outside advisors, including CPAs and Estate Planning Attorneys, to provide holistic service
    • Own account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation, communicating with custodians and complying with regulatory requirements
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