Client Services Associate – Bellevue, WA or Remote in US

The Client Services Associate reports directly to the Client Services Manager and will support the Operations team. We are looking for a Client Services Associate who is organized, detail-oriented, and comfortable in a customer service role.

The primary responsibilities of this role include:

  • Setup new accounts in CRM and portfolio accounting system
  • Setup new rep records in CRM and portfolio accounting system
  • Assist clients with transactions and requests
  • Submit necessary documents to custodians via email, fax and mail.
  • Daily interaction with Clients by phone and email
  • Prepare, review and process various account related forms and account maintenance paperwork.
  • Relationship building and support
  • Account servicing and follow up
  • Updates CRM in timely manner with all account-related communications (create case notes, attach relevant emails, document phone conversations)
  • Correspond regularly with internal and external sales team.
  • Data entry, scanning and faxing documents
  • Creating and distributing reports to sales team

Job Requirements:

  • 1-2 years’ experience in a financial services and/or professional office environment
  • Ability to communicate professionally and confidentially with clients
  • Ability to interpret documents, understand procedures, write correspondence and speak clearly to clients and employees
  • Ability to routinely manage time sensitive situations
  • Excellent problem solving skills
  • Extremely detailed orientated
  • Well-organized and able to manage multiple priorities
  • Strong computer skills with emphasis on Microsoft Office Suite (Word and Excel)
  • Familiarity with a portfolio accounting system and CRM software
  • College graduate is preferred, but are willing to consider industry experience in lieu of a degree
  • Series 65 license or willingness to pursue is preferred

The Pacific Financial Group Inc. (‘TPFG’) is an innovative, fast growing investment advisory and WealthTech company based in Bellevue, Washington providing wealth management advice to investors, independent investment advisors and wealth management companies. We pride ourselves itself on the principle that everyone should have access to quality, independent investment advice. We maintain a friendly, supportive workplace in which each individual is given the opportunity to advance their potential.

Our company offers competitive salary and benefits including:

  • 100% Company paid Medical, Dental, and Vision insurance coverage for employee
  • Scheduled Holidays, following the NYSE calendar
  • Uncapped PTO Plan
  • Participation in company 401K plan, with employer match

Additional health insurance coverage available at personal cost, such as additional life, Flexible Spending Account (FSA), long-term disability, and/or short-term disability.