Sr. Client Service Associate

Tschetter Group•Bellevue, WA

54d•$105,000 - $120,000•Onsite

About The Position

Tschetter Group is an independent advisory firm focused on building life-long relationships with clients through a commonsense approach to investment management and planning. Often the front-line contact for clients, this position is a key role in an ensemble team whose primary responsibility is the client experience. Someone well suited to this role will make our clients feel welcome and valued through personal warmth and connection while building confidence that their needs will be well cared for through a strong attention to detail and follow-through. As our team is still relatively small and focused on building a solid foundation for growth, we see it as of paramount importance to hire more than just skill and experience. We are also looking for entrepreneurial spirit, a strong alignment with our values and culture, and an excitement and enthusiasm in our mission to cultivate optimism about life and money. In addition to providing exemplary client service and pod support, the Senior Client Service Associate is entrusted with ownership of a defined specialty area that supports how the firm operates. This role is expected to exercise independent judgment, set standards, and lead improvements within that specialty.

Requirements

Proficiency in Microsoft Office Suite and CRM software (e.g. Salesforce).
Strong verbal and written communication skills, with a keen attention to detail.
Commitment to maintaining confidentiality and professionalism in all client interactions.
Drive and desire to help and serve others.
High emotional and social intelligence.
Demonstrated ability to take ownership of a specialty area, exercise independent judgment, and lead improvements.
Full-time employment status.
Non-exempt status.

Nice To Haves

5+ years client service experience
Direct investment industry experience
Bachelor’s degree in finance, business administration, or related field
Securities licenses a plus and requirement may depend on specialty area (e.g. Series 65)
Experience working with Family Office or Ultra High Net Worth families
Project Management experience

Responsibilities

Embody the Tschetter Group way of caring for clients and connections, delivering, and continuously improving the firm’s service model.
Provide exemplary client service for complex high-net-worth individuals.
Serve as the primary point of contact for client communication, including handling phone calls, personal emails, and advisor correspondence.
Provide support during client meetings, including notetaking and preparation of meeting materials.
Facilitate client onboarding process and contribute to shaping the client experience through regular meetings and communications.
Monitor client account activity and facilitate accurate and efficient account maintenance tasks.
Collaborate with other departments to ensure compliance and operational correctness in all client interactions.
Offer guidance and support to advisors, acting as a sounding board for initiatives & proactively propose new ideas and solutions to enhance advisor efficiency and client service.
Track advisors’ commitments, projects, and schedule to ensure seamless execution.
Provide business development support by assisting with advisor networking efforts
Assist advisors with day-to-day tasks, including data entry, record-keeping, and managing client information in CRM systems.
Ownership of one firm-level specialty, which vary and are contingent upon personal development, team growth, and available opportunities. (e.g. Family Office Specialist, Business Development and Client Onboarding Specialist, Training and Onboarding Lead, Executive Project Manager, CRM and Technology Superuser, etc.)
Set and maintain standards and best practices within their specialty.
Design and improve workflows and service delivery within their specialty.
Resolve issues and exceptions using independent judgment within their specialty.
Lead projects and initiatives related to their specialty.
Be accountable for outcomes that impact advisors, clients, and firm operations within their specialty.

Benefits

Competitive salary based on experience.
May be eligible for incentive bonus tied to individual and firm performance.
Comprehensive benefits package including dental, vision, health care, and 401(k) with company match.
Opportunities for professional development and career advancement within the firm.
Collaborative and supportive work environment with a focus on work-life balance.
Paid parental leave for birthing and non-birthing parents.
Minimum 3 weeks of paid time off, regardless of tenure, plus 10 paid holidays.
Company-paid required training, certifications, licensing, and dues.
Generous employee referral bonus.
Community involvement opportunities with flexible volunteering hours.
Employee charitable giving match.
Team retreats, events, and opportunities to connect across the firm.