JOB SUMMARY

Registered Senior Client Services Associate

Seattle, WA

 
POSITION SUMMARY

The Gregory-Simmons Group located in Seattle, Washington, is actively seeking a Registered Senior Client Service Associate to join an independent and seasoned Financial Advisory Group.

As a Senior Registered Client Associate, become a trusted resource to our clients, advisors and team members. Demonstrate a client-first approach to enhance the overall client experience. Use your administrative and operational skills to research and resolve problems, onboard new accounts and maintain proper record keeping.. 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.



 
Essential Duties and Responsibilities:
  • Serve as the front office lead to include welcoming clients and visitors. Politely answer telephone calls and demonstrate an ability to assess client inquiries and simplify processes
  • Oversee all general office functioning, including: filing, copy machine, supplies, general housekeeping, etc.
  • Maintain oversight and responsibility for client account administration and ensure accuracy on all documentation
  • Present prompt and accurate responses to all client service requests
  • Review and respond to all electronic correspondence promptly
  • Continuously enhance client support programs and ensure client satisfaction
  • Take ownership of complex projects and demonstrate consistent follow-through and communication
  • Exhibit the skillset of a project manager, with an ability to oversee the successful completion of assigned client projects
  • Develop and maintain strong support resources for complex problem solving
  • Properly dispose of client information; ensure appropriate handling of all outdated and unnecessary information through shredding on a regular basis
  • Maintain and help organize a professional office environment including the reception area, conference room and storage

 
Required Qualifications:
  • Bachelor’s Degree preferred; completed college coursework in conjunction with work experience will also be considered
  • FINRA Series 7 required
  • 3+ years of financial services experience preferred
  • Exceptional client service skills
  • Effective organizational, multi-tasking, and prioritizing skills

 
Desired Traits:
  • Detail oriented and organized
  • Ability to multi-task and manage competing demands; proven organizational and prioritizing abilities
  • Self-Motivated and dependable: Working effectively with little direction
  • Strong work ethic: setting and achieving goals
  • Actively contributes to the team in completing tasks, taking responsibility to meet goals and finding solutions as difficulties arise
  • Positive Attitude: Creating a great work environment
  • Advanced computer skills including MS Office suite (Word, Excel, Outlook, PowerPoint) required
  • Strong verbal, written, and interpersonal communication skills
  • Display an ongoing interest in professional development within a determined timeframe

 

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


 
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