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Composition Wealth · 2 days ago

Client Service Associate/Senior Associate

Greater Seattle Area

Full-time

Onsite

New Grad, Entry, Mid Level

$65K/yr - $100K/yr

0+ years exp

Composition Wealth is an award-winning independent RIA specializing in financial planning and investment advice for high-net-worth families. They are seeking a Client Service Associate/Senior Associate to support advisory teams, providing operational and administrative assistance while fostering strong client relationships.

FinanceFinancial Services

No H1B

Responsibilities

Provide operational and administrative support to Client Advisors in their daily business practices

Act as a key point of contact for client issues and concerns

Build client relationships while delivering white-glove customer service

Organize, track and lead team projects; seeing them through to a successful completion

Work cross-functionally with investment, accounting and operational departments to ensure clients’ needs are being met

Manage individual client web portals and educate clients on the relevant capabilities and services

Coordinate with clients’ outside advisors, including CPAs and Estate Planning Attorneys, to provide holistic service

Own account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation, communicating with custodians and complying with regulatory requirements

Qualification

Client serviceInterpersonal skillsSeries 65Microsoft Office SuiteGoogle WorkspaceTime managementOrganizational skillsSalesforceWritten communicationVerbal communication