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Client Services Assistant

Parker Staffing Seattle, WA
  • Expired: 25 days ago. Applications are no longer accepted.

Client Service Associate needed for a Private Investment Firm in Seattle, WA

Job# ID: 15691

Salary: $80,000 - $85,000 + bonus

Location: Seattle, WA

Direct Hire

Our client is a private investment office founded by a group of experienced professionals with a vision: to deliver clients the investment prowess and resources of a private bank through the independence of a boutique. Today, we are able to choose what we believe are the best resources for our business and free to make our best recommendations for every client.

We are currently recruiting for a Client Service Associate to support their Seattle office. As well as overseeing daily operational work for the team the Client Service Associate will also help to rebalance client portfolios and offer excellent service to existing and prospective clients. There will also be the opportunity to support special projects for the company and its clients.

Responsibilities

  • New client onboarding, requests, and investment launches
  • Support an office environment that emphasizes the client brand through quality of service and client interactions
  • Become an expert in documentation and support service requests.
  • Run tax and activity reports
  • Rebalance portfolios on a quarterly basis, understand and adapt to client preferences for account management
  • Oversee projects including strategic client development, software integration, and prospecting efforts

Qualifications

  • 3+ years of wealth management experience
  • Experience in funds transfers, wire payments and coordinating clients
  • Excellent interpersonal and customer service skills
  • Experience and knowledge of Microsoft Office, especially Outlook, PowerPoint, and Excel
  • Substantial experience in successfully managing multiple, concurrent tasks and projects

Parker Staffing

Parker Staffing offers all levels of Administrative, Customer Service, Call Center, Sales, and Human Resources job opportunities in the Seattle and Bellevue metro area and other large cities throughout the Nation. Parker Staffing has served as the staffing agency of choice for thousands for over four decades. Visit our employment opportunities page at http://www.parkerstaffing.com to review our full offering of temp, temp-to-hire, and direct hire job openings! We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Address

Seattle, WA
USA

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