Registered Client Service Associate

Join to apply for the Registered Client Service Associate role at Boutique Recruiting

This is a 90-year-old, employee-owned financial services firm hiring a Registered Client Service Associate to join a high-performing wealth management team in Bellevue, WA. The role goes far beyond admin. You’ll sit in at client meetings, prepare financial plans, execute trades, rebalance portfolios, and directly support a book of business of $305M across 168 households. You’ll build deep client relationships, learn the advisory craft from the inside, and grow into an Associate Financial Advisor if that’s your path.

$60,000.00/yr – $65,000.00/yr (DOE + incentive bonus)

• Participate in and support 5-6 client meetings per week, including prep, follow-up, and action tracking.
• Create post-meeting summaries and follow-up items for clients and internal teams.
• Execute trades and assist with portfolio rebalancing and review through the Paragon platform.
• Utilize Money Guide Pro for financial planning tasks.
• Open new accounts and process transfers/distributions.
• Maintain client communication and provide proactive service.
• Monitor reports and notifications across the advisor’s book of business.
• Review portfolio performance, identify areas out of balance, and take corrective action.
• Collaborate closely with a tight-knit team and uphold a high-touch client experience.
• Work within Microsoft Dynamics 365 CRM and other financial platforms.

• 3-5+ years in financial services as a CSA, paraplanner, or related role.
• Series 7, Series 66 or 63/65, and SIE licensed.
• Strong technology skills.
• Experience with Thomson ONE, Envestnet, CRM, and Money Guide Pro preferred.
• Bachelor’s degree preferred.
• CFP or actively pursuing CFP is a plus.
• Extremely detail-oriented, efficient, proactive, and comfortable engaging clients directly.
• Must pass FINRA background and credit check.

• Support staff annual bonus.
• Profit-sharing contribution into 401(k) + ESOP participation.
• Medical, dental, and vision insurance.
• Generous PTO & sick time + paid holidays.
• Professional development support & $15k tuition reimbursement.
• Discounted personal insurance products.
• Charitable gift-matching program & Day of Giving.
• Stability of a long-established firm with an employee-owned structure.

• Mid-Senior level

• Full-time

• Other

• Financial Services, Banking, and Investment Management

If you’re driven, client-focused, and ready to grow into a full advisory role, this is the opportunity to take the wheel. Apply now!