The Gregory-Simmons Group located in Seattle, Washington, is actively seeking a Registered Client Service Associate to join their independent and seasoned Financial Advisory Group.
As a Registered Client Service Associate, you will become a trusted resource to our clients, advisors, and team members, while demonstrating a client-first approach to enhance the overall client experience. This role will allow for you to use your administrative and operational skills to research and resolve problems, onboard new accounts, maintain proper record keeping, and prepare correspondence in a fast-paced, collaborative, and professional environment.
If you possess a welcoming personality and are in search of an empowering career, we want to hear from you! Your active participation and attention to detail will make a significant difference in our ability to serve our clients effectively.