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Magellan Financial & Insurance Services, Inc. · 2 weeks ago

Client Relations Associate | Advisor Support Role

Renton, WA

Full-time

Onsite

New Grad, Entry Level

$65K/yr - $75K/yr

Magellan Financial & Insurance Services, Inc. is a stable, growth-oriented firm focused on long-term client relationships. They are seeking a Client Relations Associate to serve as the primary point of contact for clients and support advisors by ensuring smooth operations and maintaining accurate records.

Financial ServicesInsuranceService Industry

Hiring Manager

Isaiah Williams

Responsibilities

Act as a primary point of contact for clients—calls, scheduling, follow-ups, and coordination

Maintain clean, accurate records in Redtail CRM so advisors always have context

Support case management and new business processing, ensuring paperwork is complete and timely

Track leads, activity, and follow-ups, keeping advisors focused on relationships—not admin

Coordinate seminars and client events (RSVPs, prep, post-event follow-up)

Maintain a professional, welcoming office experience for every client interaction

Handle core administrative workflows (files, scanning, mailing, organization) with precision

Qualification

Client relationship managementCRM proficiencyCase managementEvent coordinationDependabilityOrganizational skillsCommunication skills

Required

Act as a primary point of contact for clients—calls, scheduling, follow-ups, and coordination

Maintain clean, accurate records in Redtail CRM so advisors always have context

Support case management and new business processing, ensuring paperwork is complete and timely

Track leads, activity, and follow-ups, keeping advisors focused on relationships—not admin

Coordinate seminars and client events (RSVPs, prep, post-event follow-up)

Maintain a professional, welcoming office experience for every client interaction

Handle core administrative workflows (files, scanning, mailing, organization) with precision

Calm under pressure, naturally organized, and take pride in being dependable

Value clear processes and enjoy working with people

Benefits

Performance-Based Bonuses

Company

Magellan Financial & Insurance Services, Inc.

The intersection of fierce independence, disruptive annuity & asset growth, and unstoppable marketing horsepower—this is Magellan Financial.

Founded in 2002

Topeka, Kansas, USA

51-200 employees

https://www.magellanfinancial.com/

Funding

Current Stage

Growth Stage

Leadership Team

Austin Nachbar

Director of Strategic Partnerships

Brendon Reed

Director of Strategic Partnerships

Company data provided by crunchbase