The Gregory-Simmons Group is actively seeking a Client Service Associate (CSA) to join their flourishing Financial Advisory Group in Seattle, Washington. The CSA directly engages with our clients, advisors, and team members every day, making this role truly integral to our practice. It is critical that the CSA is willing to learn, adapt current knowledge & skills to the firm’s processes and procedures, and embrace ongoing growth for career advancement. Multitasking skills are a must!
Your active participation and attention to detail will make a significant difference in our ability to serve our clients effectively. The Gregory-Simmons Group promotes work life balance with PTO and paid holidays and offers a competitive 401(k) match. They are looking for detail-oriented, team players who are seeking an interactive and engaging team environment. If you possess a welcoming personality and want to empower your career, we want to hear from you!