Leverage Planners LLC Client Service Associate Bellevue, WA · Full time Company website

Apply for Client Service Associate

At Leverage Planners, we abolish financial anxiety for Blue Jean Millionaires, providing them with lifelong financial security, freedom, and peace they deserve.

Our rapidly growing Bellevue financial advisory firm is immediately seeking an 'A-Team' Senior Client Service Associate.

Minimum Requirements:

• Passionate about customer service
• Impeccable character, stainless ethics, and a burning desire for success
• 3+ years in financial services industry required
• CRM (Hubspot or equivalent) experience required
• Working knowledge of MS Office, Google applications, and other CRM Software required
• Experience working in a fast-paced environment required
• Series 65
• WA State Life & Health Insurance License preferred
• Bachelors Degree preferred

This position requires that you possess the following skills:

• Attention to detail and accuracy
• Demonstrated ability to delegate, multi-task and manage a busy workload
• Excellent organizational thinking and communication skills
• Excellent business acumen, ownership mentality (can “bull dog” things when necessary)
• Excellent reliability (core hours 8:00AM to 5:00PM)

Duties of the Senior Client Service Associate:

• Act as a primary point of contact for clients, custodians, and other advisors (CPAs/attorneys)
• Participate in client meetings, record notes, prepare summaries and manage post-meeting action items
• Handle overflow money movement requests, including capital calls, distributions, journals, and assets transfers
• Gather organized and input client data into CRM (Hubspot); manager data integrity and keep records current
• Prepare and process all documentation related to client onboarding, implementation and ongoing maintenance.
• Present clients with ideas and concepts in an organized and effective manner, including specific planning topics (in conjunction with internal tax, investment, and estate planning professionals).

We are a fast growing independent wealth management firm. We are dedicated to providing the best experience/service to our clients as their fiduciary and reward our employees with competitive pay and a friendly, achievement-oriented culture where you can learn and grow.

We offer:

• Competitive salary plus annual bonus
• 15 days annual PTO plus 5 seasonal half working days
• Medical dental insurance contribution
• Company provided training and reimbursement for certification
• Free parking and fitness/shower facility in our Bellevue Office

Only local candidates will be considered.

All final candidates will consent for criminal background check and credit check.

Job Type: Full-time