Client Service Associate
About The Position
Northern Lights Advisors is a growing financial planning firm with offices located in Seattle, WA. We are seeking a HYBRID Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! This position will be hybrid. We will provide you with equipment to work from home but will expect you to work from the office 1-2 days/week depending on client meetings.
Requirements
- 3 years of financial services experience
- Adept and skilled with technology and 3rd party software. We are a paperless office
- Ability to prioritize tasks, problem-solve, and meet deadlines
- Organization skills & attention to detail
- Ability to anticipate client and advisor needs
- Ability to work independently while prioritizing projects and managing your time – we do not micromanage
- Ability to learn and implement new technology and software quickly
- Ability to communicate well and work in a collaborative environment
- Ability to follow office processes and policies related to office operations & client privacy
Nice To Haves
- Experience with CRM Software / Database
- Salesforce
- Claude
- Schwab
- eMoney
- Holistiplan
- Orion
- google office products
Responsibilities
- Respond to client requests with timeliness and accuracy in mind
- Assist Advisors with client meeting prep and follow-up tasks
- Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
- Become primary point person for AI integration and work directly with leadership on this ongoing effort
- Maintain and update client data in Salesforce
- Initiate, manage, and tweak workflows in Salesforce
- Data input into our financial planning software – eMoney – and preliminary analysis of financial plans
- Run reports and proposals in Orion
Benefits
- Salary range of $80K-100K, commensurate with relevant experience
- Great Work/Life Balance with a Monday-Friday Schedule
- Medical insurance – 50% of premium paid by the firm
- Dental and Vision insurance
- 401(k) with a 3% safe harbor match
- Generous PTO Policy & Paid Holidays – 20 PTO days in the first year
- Professional, Fun, Motivating Atmosphere
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
