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Job Title: Client Services Associate

Job Description

The Client Service Associate will take responsibility for key aspects supporting the client-facing and operational functions of our wealth management group. This role involves assisting team advisors and planners in managing client accounts daily, following up on action items, and delivering exemplary service to all firm clients and strategic partners. Early in the role, the associate is expected to master the team’s process, prepare client deliverables, and interact with primary custodians. Over time, there will be opportunities for more involved client responsibilities. New graduates with a Finance Degree are encouraged to apply!

Responsibilities

+ Serve as the first point of contact for client calls.

+ Facilitate money transfers for clients.

+ Troubleshoot account inquiries for clients.

+ Maintain records in file sharing systems.

+ Handle client reporting, billing, and invoicing.

+ Collaborate with advisors and planners to complete client deliverables.

+ Facilitate new client onboarding processes.

+ Complete client account requests and necessary paperwork.

+ Lead internal team processes.

+ Gather and send key tax reporting documents to clients and their CPAs.

+ Manage annual contributions to IRA accounts.

+ Oversee annual Required Minimum Distributions from IRA accounts.

Essential Skills

+ Proficiency in Microsoft Office, particularly PowerPoint and Excel.

+ Strong client relations skills.

+ Bachelor’s degree in Finance, Accounting, or Business Administration.

+ 1-2 years of experience working at a financial services firm or relevant internship experience.

+ Motivation to pursue a career in Financial Advisory.

Additional Skills & Qualifications

+ Series 65 license or equivalent licensing is strongly preferred.

+ Experience with trading and software platforms such as Fidelity and E Money.

+ Proficiency in financial planning principles.

+ Excellent organizational, multitasking, and problem-solving skills.

+ Effective communication skills to build trust with clients and team members.

+ Ability to work effectively with minimal supervision in a fast-paced environment.

+ Interest in the financial advisor career path.

Work Environment

The position requires working onsite five days a week, with free parking available. The shift is from 7 AM to 4 PM. The firm provides full insurance coverage, a cell phone plan, a 401k with a 3% match, unlimited PTO, and covers CFP certification costs. There is a clear growth track from CSA to Lead Planner to Financial Advisor.

Pay and Benefits

The pay range for this position is $73000.00 - $85000.00/yr.

- Full insurance coverage- Cell phone - work phone/ plan- 401k 3% match- Unlimited PTO - 2-4 weeks

Workplace Type

This is a fully onsite position in Bellevue,WA.

Application Deadline

This position is anticipated to close on Jun 13, 2025.

About Aston Carter:

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email [email protected] (%[email protected]) for other accommodation options.