Job Information
Aston Carter Client Service Associate in Bellevue, Washington
Description
The Client Service Associate will assume responsibility for key aspects that support client-facing and operational functions of our wealth management group. The Client Service Associate will strive to support the team’s advisors and planners in handling the day-to-day management of client accounts, following up on action items, and delivering exemplary service to all firm clients and strategic partners. Early in the role, the Client Service Associate will be expected to master our team’s process, play an integral role in preparing client deliverables, and take ownership over all aspects of interacting with our primary custodians: Charles Schwab and Fidelity. The Client Service Associate is expected to go above and beyond to help our team implement and facilitate systems to improve our efficiencies and client satisfaction. The Client Service Associate will have client-facing opportunities over the first year and may earn the right to have more involved client responsibilities as they gain experience. The successful candidate for this position will be a team player, have a high level of personal motivation, attention to detail, problem solving mentality, strong communication skills and a positive attitude. Responsibilities • First point of contact for client calls • Facilitate money transfers for clients • Troubleshoot account inquiries for clients • Maintain records in file share • Client reporting, billing, and invoicing • Work with advisors and planners to help complete deliverables for assigned clients • Facilitate new client onboarding • Complete client account requests and all required paperwork • Take lead on internal team processes • Gather and send key tax reporting documents to clients and their CPAs • Take lead on managing annual contributions to IRA accounts • Take lead on managing annual Required Minimum Distributions from IRA accounts
Skills
microsoft office, client relations skills, series 66, series 63, financial planning
Top Skills Details
microsoft office,client relations skills
Additional Skills & Qualifications
Additional Skills and Qualifications: • Proficient understanding of financial planning principles • Proficiency in Microsoft Office (PowerPoint and Excel) and PC use • Demonstrated ability to organize, multitask, and problem-solve issues while managing competing priorities and commitments to deadlines • Effective communication skills that allow the CSA to quickly build trust with clients and team members • Proven track record demonstrating ability to work effectively with minimal supervision • Ability to work in a fast-paced environment • Ability to connect with co-workers and build positive relationships with team members is a must
Experience Level
Intermediate Level
Pay and Benefits
The pay range for this position is $36.00 - $40.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
• Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a fully onsite position in Bellevue,WA.
Application Deadline
This position is anticipated to close on May 11, 2025.
About Aston Carter:
Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options.