Job Summary:  Express Employment Professionals in Bellingham has partnered with a local wealth management firm in Bellingham to find a Client Service Associate to join their team! This is a full-time, long-term opportunity that offers competitive pay and benefits.  

Responsibilities & Qualifications Include:

• Client account servicing and maintenance such as preparing documents associated with new accounts, held away positions and alternative investments, monitoring account transfers, rollovers and incoming funds, annual RMDs
• Processing fund transactions including check requests, wires, ACH
• Advisor support for account review summaries, portfolio performance reports
• Trade support for advisors including periodic & recurring buys/sells
• Accounting for and tracking held away position, activity, redemptions, and reconciliation
• Processing and distribution of estate accounts, death & divorce account transitions
• Support of other daily administrative tasks including phone calls, scheduling appointments, contact updates, and other front office support
• FINRA Series 7 & 66 licenses (or 7, 63, and 65)
• Associate or bachelor's degree with a focus on business or finance
• Prior industry experience
• Experience with Redtail CRM

• Proficiency with Microsoft Excel (ie. VLOOKUP, Pivot Tables) and other Office 365 products

   

This Company Offers:

• Medical Benefits
• Bonus Potential
• 401K Match
• Profit Sharing

• Paid Time Off (PTO)

   

*Pay: *Earn $30.00-$40.00 per hour 

Position Type: Evaluation Hire           

Shift: Monday-Friday, 8:00 AM-4:00 PM

Location: Bellingham, WA

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We take walk-in interviews Monday-Friday from 7:00 AM-5:00 PM! Or you can call or text us at 360.734.2457 for an immediate interview!

Express offers a $200.00 CASH referral bonus for every successful referral! Ask us for more details!

For confidential consideration, we offer several ways to apply: -Call or text our office at 360-734-2457 for an immediate phone interview. -Complete an online application on our website: www.expresspros.com/apply{rel="nofollow"} -Email your resume to: Shea.Davis@Expresspros.com -Come by our office and talk to one of our Employment Specialists: 4164 Meridian Street Ste 200 Bellingham, WA 98226 -If you do not have time to fill out an application, let us know! We can fill one out for you!

About Express Employment Professionals:

When you choose Express Employment Professionals for your employment search, you gain access to a network of top local companies and the support of our experience in hiring professionals who specialize in recruiting. Your education, skills, and experience are matched with the short-term, contract, and full-time positions our client companies have hired Express to recruit for. This is a FREE service for all job seekers!! Express has a wide range of jobs that meet employment goals including Administrative, Professional, Skilled Trades, and Commercial positions.

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