What are the responsibilities and job description for the Registered Client Associate position at Butler Wealth Management, LLC?
Well-established financial services firm on Mercer Island, in the greater Seattle area, is seeking a Client Associate to join our team! We are achievement oriented and have a reputation for excellence. We deal positively with our established clients and have the growth potential to help you reach your career goals. We are committed to delivering superior service based on a foundation of honesty and integrity. We seek an individual who excels in client service, administrative functions and office management. This position requires a goal-oriented, self-motivated person with a professional demeanor.
General Responsibilities:
- Service existing client relationships and assist in acquiring new client relationships.
- Conduct research and prepare information for the Financial Advisors.
- Office management.
- Cross train responsibilities in the practice to leverage the Financial Advisors in all phases of client service.
- Exercise discretion and judgement to solve client needs.
Qualifications:
- Series 7 license.
- Bachelor’s degree is strongly preferred. Associate’s degree with commensurate work experience for 2 or more years in a sales, marketing, or service profession.
- Excellent oral, written and interpersonal communication skills.
- Eager to learn, cooperative team player.
- A genuine interest in servicing and caring for our clients.
- Adapts to change in the work environment, managing competing demands and multiple interruptions.
- Detail oriented, deadline focused, and demonstrates a commitment to accuracy by delivery of high quality work.
Salary : $90,000 - $100,000