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Evergreen Gavekal · 4 months ago

Senior Client Service Associate

Bellevue, WA

Full-time

Onsite

Mid, Senior Level

$90K/yr - $120K/yr

5+ years exp

Evergreen Gavekal is an independent registered investment advisor headquartered in Bellevue, Washington, seeking motivated Client Service Associates to refine their skills and grow their careers. The Senior Client Service Associate will partner with Lead Advisors to onboard new ultra-high-net-worth households and manage ongoing client relationships, serving as the primary liaison between clients, advisors, and custodians.

Asset ManagementFinancial ServicesRisk ManagementWealth Management

Growth Opportunities

Responsibilities

Support advisor(s) with client service requests and respond promptly to client inquiries via email and phone

Process cashiering and money movement requests, including RMDs

Facilitate onboarding of new households, including account opening, funding, and internal trade setup

Proactively follow up on outstanding items and ensure timely resolution

Navigate the Schwab Advisor Portal to complete custodial processes efficiently

Communicate progress updates across departments and maintain accurate client records in the CRM and reporting systems

Coordinate annual tax reporting and facilitate completion of tax documentation with CPAs

Assist in gathering data for financial planning and create supporting client documentation

Deliver a high level of service to ultra-high-net-worth clients, with attention to detail and discretion

Perform additional administrative tasks as needed

Qualification

Client service orientationSeries 65 licenseRelationship-building skillsDocuSignSalesforceEnvestnet TamaracTask managementCommunication skillsSelf-starter