Client Service Associate: New Full-Time Opportunity! Competitive Pay & Benefits! Y438

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 bachelors 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

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](https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.expresspros.com%2Fapply&data=05%7C02%7CShea.Davis%40ExpressPros.com%7Cde6e8e095d6a4b851e8108dce7ea9cb2%7Cf0e47f344b374ad986a2433a50720bc3%7C0%7C0%7C638640242035718300%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&sdata=o%2F4pjVBDAM%2B6xqslvU4y0A1njuJ09pPbq2rgLro3vl4%3D&reserved=0){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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