Client Relationship Associate - Wealth Advisory - Bellevue, Wa

alabama.cpa

Bellevue, WA, US
Base: $55,000-$103,000; bonus/equity: not specifie...
3+ years investment industry experience
Bachelor's degree or equivalent experience
Crm data entry and maintenance
This role serves as an integral member of the Wealth Advisory team, acting as a primary point of contact for clients

Job Summary

  • This role serves as an integral member of the Wealth Advisory team, acting as a primary point of contact for clients.
  • The position requires close collaboration with advisors to retain and expand current client relationships while ensuring exceptional service.
  • Employees enjoy flexible PTO, up to 12 weeks of paid parental leave, and comprehensive mental health coverage.

Matching Summary

This role serves as an integral member of the Wealth Advisory team, acting as a primary point of contact for clients.

Salary

Base: $55,000-$103,000; Bonus/Equity: Not specified; Benefits: Flexible PTO, parental leave, wellness stipend

Skills & Requirements

Must-have

  • 3+ years investment industry experience
  • Bachelor's degree or equivalent experience
  • CRM data entry and maintenance

Nice-to-have

  • Strong client service orientation
  • Collaborative team player mindset
  • Experience with financial account maintenance

Key Requirements

  • 3+ years in investment industry
  • Bachelor's degree required
  • No specific licenses required

Work Rights

Not specified

Tailored Resume

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