Wealth Management Client Associate

This role supports multiple Financial Advisors by providing client service support, ensuring timely, accurate and complete client materials, advocating for clients, and promoting banking solutions.

• Provide excellent client service and educate clients on bank offerings.
• Ensure timeliness, accuracy and completeness of client materials and follow up on all client and FA requests.
• Assist in aligning practices with bank policies and procedures to support operational excellence, protect clients and manage risk.
• Identify, deepen and maintain client relationships by emphasizing bank offerings and promoting banking integration into day‑to‑day practices, communicating outputs to the FA.
• Support day‑to‑day team activities, covering roles during absences or seasonal increases, while leading with a client‑first mindset.

• Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results.
• Client‑centric mindset, always acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.

• Currently holds or is pursuing FINRA SIE, Series7, and/or Series
  66 (63 and 65 accepted in lieu of 66).
• Industry knowledge and understanding of investment products.
• Experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
• Comfortable operating in a fast‑paced environment with changing and evolving responsibilities.
• Detail oriented, committed to continuous learning and professional growth.
• Exhibits sound judgment and discretion when handling sensitive information.
• Strong computer application skills (Microsoft Word, Excel, PowerPoint, Salesforce).
• Professional verbal and written communication skills.

• Account Management
• Client Management
• Customer and Client Focus
• Issue Management
• Oral Communications
• Business Development
• Client Solutions
• Advisory Pipeline Management
• Prioritization
• Administrative Services
• Emotional Intelligence
• Referral Identification
• Written Communications

High School Diploma / GED / Secondary School or equivalent.

1st shift (United States), 37.5 hours per week.

Seattle, WA – 401 Union St, Rainier Square.

Hourly rate $25.00 - $44.00, based on experience, education and skills. Discretionary incentive eligible. Eligibility to participate in the annual discretionary plan. Benefits included (industry‑leading benefits, paid time off, resources and support).