What are the responsibilities and job description for the Client Services Associate position at Private Advisory?
About the Company:
Private Advisory is a comprehensive wealth management firm dedicated to serving families and individuals. Our expertise lies in portfolio management, tax strategies, and risk mitigation. If you’re a responsible, professional, and people-oriented individual, we’d love to hear from you. Contact us today to explore this exciting opportunity!
Job Description
The role of Client Services Associate requires an intelligent, responsible, and professional individual who will work with an assigned team to service daily client needs. Individuals are empowered to make a difference in the firm and in our clients’ lives. We encourage and support individual growth and development. This is a detail-oriented position that requires the ability to multitask, anticipate needs, and adjust to changing priorities as well as operate as an effective member of a team. Individuals must be reliable and organized.
Areas of responsibilities include a wide range of duties. This incredibly important role will perform everyday tasks and special projects. This position will also be responsible for answering phones and greeting clients. This is not a sales role.
The position requires sitting, standing, and mobility throughout the office and the ability to communicate clearly and professionally is needed.
Educational and Experience Preferences
Bachelor’s degree with emphasis in Accounting, Finance or related field
Minimum Skills/Knowledge
Strong interpersonal skills
Reliable, follows through on commitments
Takes direction well
Detail oriented and good at listening
Sensitive to confidentiality and privacy
Computer skills – Microsoft Office, PowerPoint
Excellent written & verbal communication
Compensation Range
Job Type: Full-time
Base Salary: $67,800 – $75,000 based on experience
Exemption Classification: Exempt
Bonus: Based on Firm Results
Work Location: In Office
Schedule: Monday to Friday
2 Week Vacation
3 Personal Days
7 Sick Days
401(k) plan with Matching
Health, vision and dental plans available
Job Type: Full-time
Pay: $67,800.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
- Professional development assistance
Schedule:
- Monday to Friday
Education:
- Bachelor's (Required)
Ability to Relocate:
- Redmond, WA 98052: Relocate before starting work (Required)
Work Location: In person
Salary : $67,800 - $75,000