Client Service Associate

Northern Lights Advisors is a growing financial planning firm with offices located in Seattle, WA. We are seeking a
HYBRID
Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about us at
<NLRIA.com>
This position will be
hybrid
. We will provide you with equipment to work from home but will expect you to work from the office 1-2 days/week depending on client meetings.
Compensation:
Salary range of
$80K-100K
, commensurate with relevant experience
Great Work/Life Balance with a Monday-Friday Schedule
Medical insurance
– 50% of premium paid by the firm
Dental and Vision insurance
401(k)
with a 3% safe harbor match
Generous PTO Policy & Paid Holidays –
20 PTO days in the first year
Professional, Fun, Motivating Atmosphere
Hybrid position
Responsibilities include:
Respond to client requests with timeliness and accuracy in mind
Assist Advisors with client meeting prep and follow-up tasks
Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
Become primary point person for AI integration and work directly with leadership on this ongoing effort
Maintain and update client data in Salesforce
Initiate, manage, and tweak workflows in Salesforce
Data input into our financial planning software – eMoney – and preliminary analysis of financial plans
Run reports and proposals in Orion

Requirements:

3 years of financial services experience
Adept and skilled with technology and 3
rd
party software. We are a paperless office
Ability to prioritize tasks, problem-solve, and meet deadlines
Organization skills & attention to detail
Ability to anticipate client and advisor needs
Ability to work independently while prioritizing projects and managing your time –
we do not micromanage
Ability to learn and implement new technology and software quickly
Ability to
communicate well
and work in a collaborative environment
Ability to follow office processes and policies related to office operations & client privacy
Experience with CRM Software / Database Experience is a plus but not required: Salesforce, Claude, Schwab, eMoney, Holistiplan, Orion, google office products.
The Process:
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will meet with the leadership team. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.