Client Services Associate-Wealth Management

Company: Shoreline Recruiting Partners
Location: Redmond
Posted on: May 12, 2022

Job Description:

CLIENT SERVICES ASSOCIATE.
A highly regarded 35-year Wealth Management firm is looking for our next great team member. Located in Redmond WA area, we are a fiduciary RIA firm so client-first service is our #1 distinctive responsibility.

Are you at a firm where you feel under appreciated and are looking for a more family culture? Is your current firm 'too corporate"? Doesn't utilize your skills? Doesn't value your input? Doesn't let you interact with clients?

How is our RIA different?
--Everyone has a seat at the table. Your input is valued.
--Client-facing duties early in your tenure
--We foster long-tenured employees
--Direct access to the CEO.
--We care about our clients and employees.

Sample duties:
--Client Onboarding
--Address client needs and inquiries in a timely fashion
--Collaborate to provide prompt solutions
--Organize client meetings
--Notify customers about new products and enhancements
--Participate in company policy meetings

Helpful background:
--Schwab experience desired
--Wealth Management experience desired.
--Teachable
--Service-oriented

Please: Resumes to Doug@ShorelineRecruitingPartners.com or call 206-533-8000. All conversations are kept confidential. EOE. Shoreline Recruiting Partners

Keywords: Shoreline Recruiting Partners, Redmond , Client Services Associate-Wealth Management, Executive , Redmond, Washington