Client Service Associate

Seattle, WA


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!

Essential Duties and Responsibilities:
  • Responsible for ensuring all client needs are promptly and accurately addressed; serve as front office support to include welcoming clients and visitors to the office; politely answer telephone calls; address calls as appropriate or take detailed messages as needed
  • Responsible for accurately answering initial questions from prospective or new clients
  • Review and respond to all electronic correspondence; promptly address issues and concerns with professionalism and attention to resolution
  • Maintain up-to-date client data in the contact management system and contact database for purposes of reporting, scheduling, fee tracking and marketing purposes
  • Create and maintain client files, prepare client forms and reports from rough draft and originating correspondence as requested by the firm’s advisors
  • Prepare deposits and scan incoming checks; process receipt of physical security certificates; maintain Time Stamp log; create and accurately process ACH’s and money transfers, journal entries, payments via check to outside vendors
  • Establish and maintain client files to meet regulatory and compliance requirements, create and produce reports and databases for maintaining files and record keeping
  • Oversee maintenance of all common office equipment ensuring proper operational order for the practice; and report any issues to the facilities manager. Maintain office supplies; ensure necessary office supplies, to include items for the break room, are on hand at all times

Required Qualifications and Skills:
  • Bachelor or Associates degree preferred; completed college coursework in conjunction with professional work experience in the industries of finance, accounting, insurance, banking, law or similar fields will also be considered.
  • Licensing not required, but willingness to take the tests is beneficial
  • Advanced computer skills including MS Office suite (Word, Excel, Outlook, PowerPoint)
  • Strong verbal, written, and interpersonal communication skills
  • Strong client service skills, first-hand experience interacting directly with customers; a genuine interest in serving and caring for our clients

Desired Traits:
  • Detail oriented and organized, ability to multitask and prioritize
  • Self-Motivated and dependable, can work effectively with little direction
  • Strong work ethic: setting and achieving goals
  • Actively contributes to the team in completing tasks, takes responsibility to meet goals and find solutions as difficulties arise
  • Positive Attitude: Create a great work environment
  • Display an ongoing interest in professional development within a determined timeframe

Benefit Highlights:
  • Competitive Compensation and Benefits Package
  • Paid Time Off (PTO) and paid holidays
  • 401(k) including employer match


Qualified and energetic candidates who wish to be considered for the Registered Client Services Associate position located in Seattle, Washington are encouraged to submit a current resume and cover letter to

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