Client Services Associate

Position Overview:

We are looking for a Client Services Associate to join our Bellingham, WA office. This is a full-time role, requiring 32 - 40 hours per week in the office with some flexibility in your schedule. In this position, you’ll play an essential role in building strong relationships with clients and providing vital support to our financial advisors. Your contributions will ensure our clients receive an outstanding, personalized experience and continue to trust us with their financial futures.

Key Responsibilities:

• Client Relationship Management: Cultivate and maintain strong client relationships, ensuring satisfaction and providing a referable experience.
• Meeting Support: Assist financial advisors with scheduling, meeting preparation, and follow-up, ensuring all necessary details are organized and executed.
• Documentation & Follow-Through: Handle documentation, file processing, and track action items to ensure timely completion of client requests.
• Money Movement: Process client money movement requests following meetings to ensure prompt and accurate transactions.
• Ongoing Client Support: Serve as the first point of contact for clients, addressing inquiries and providing support via phone and email.
• Cross Training: After 1 year of service

Qualifications:

• Proven ability to establish and nurture professional client relationships.
• Strong communication skills with a focus on interpersonal engagement.
• Exceptional organizational and time management abilities.
• High attention to detail and accuracy in all tasks.
• Self-reliant, tech-savvy, and comfortable with office technology.
• Experience in the financial services industry is preferred but not required.
• An Associate’s degree is preferred, but not required.

Why Goodrich and Associates?

At Goodrich and Associates, we offer more than just a job – we offer a career with growth potential in a flexible, family-oriented environment. Our business thrives on relationships, and that extends to our team. When you join us, you’ll experience:

• Competitive Salary: $20.00 - $22.00 hourly based on experience, with opportunities for growth as you develop within your role.
• Performance-Based Incentives: Earn bonuses and other rewards based on individual contributions and team success.
• Comprehensive Benefits Package:
• Company-sponsored Health and Dental insurance.
• Retirement Plan with employer matching.
• Paid time off (PTO) and holiday pay.
• Financial support for professional development and training certifications.
• 90-day probationary period before benefit enrollment

Apply Today!

If you’re looking for a fulfilling career where you can grow professionally while contributing to a supportive, family-oriented team, we’d love to hear from you. Join us at Goodrich and Associates, where success is built on lasting relationships.

Job Type: Full-time

Pay: $20.00 - $22.00 per hour

Expected hours: 32 – 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off

Compensation Package:

• Performance bonus

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Client services: 4 years (Required)

Ability to Commute:

• Bellingham, WA 98225 (Required)

Work Location: In person

Salary : $20 - $22