5 Jobs in Bellevue, WA
CyberCoders is Hiring a Client Service Associate Near Bellevue, WA
Job Title: Wealth Management Client Service Associate
Location: Hybrid schedule
Salary: $65k - $85k base salary depending on experience
We are a Top 50 RIA firm in the U.S. (Forbes) based in the Seattle, WA area! As a nationally recognized independent wealth management firm, we're made up of 30 professionals specialized in providing Wealth Planning & Management for Ultra High Net Worth & High Net Worth Individuals, Families, and Businesses.
Simply put: We're a smaller firm with big firm capabilities.
We're seeking to bring on a key Client Service Associate, that will support multiple award winning advisors, to our growing team. If interested, please apply today or email your resume to ricky.miranda@cybercoders.com.
Top Reasons to Work with Us
- Top 50 RIA firm in the U.S. (Forbes 2023)
- Growing firm with accelerated career advancement
- Tight-knit family culture
- Hybrid schedule flexibility
What You Need for this Position
Required:
- Minimum 3 years of WM client service experience
- Demonstrated experience supporting multiple financial advisors
- Experience working for an RIA & CFP
- History of providing "white-glove" service to U/HNWIs
Preferred:
- Series 7, 66, 63, and/or 65 licensed
What's In It for You
Competitive salary: ($65k - $85k depending on experience)
Benefits- Bonus structure
- 100% paid full benefits (Medical, Dental, Vision)
- Short-Term, Long-Term disability, Life Insurance
- 401k w/ company match up to 3%
- Generous PTO: 21 days/year w/ accrual program
- Management path
- Hybrid schedule flexibility
Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Ricky Miranda.
Applicants must be authorized to work in the U.S.
CyberCoders is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law.
Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.
Job Summary
Full Time
$57k-75k (estimate)
03/24/2024
06/30/2024
cybercoders.com
BOWIE, MD
500 - 1,000
1999
Private
MIGUEL FLORES
$50M - $200M
Related Companies
About CyberCoders
CyberCoders provides online recruitment and staffing solutions.
The job skills required for Client Service Associate include Client Service, Planning, Flexibility, Wealth Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Service Associate positions, which can be used as a reference in future career path planning. As a Client Service Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Associate. You can explore the career advancement for a Client Service Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Associate job description and responsibilities
Maintain an updated knowledge of the organization's products, services, and customer service policies.
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Provided daily financial transaction services for clients while delivering excellent customer care.
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Understand Clients' business to predict their needs and provide appropriate solutions.
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Processes and follows up on client documentation for proper maintenance of accounts.
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Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Associate jobs
Client Service Associates may also handle client complaints and provide resolutions.
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Develop an ability to communicate effectively with clients, managers and other associates.
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May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.
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Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.
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Must be positive customer service attitude and dedication to quality, with a demonstrated attention to detail.
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Step 3: View the best colleges and universities for Client Service Associate.
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