Client Service Associate - Wealth Advisory - Bellevue, WA

• Prepare & process new account paperwork for clients (Charles Schwab, Separately Managed Account, Private Investments, Inspira).
• Manage and resolve routine client questions and service requests.
• Receive and process client money movements (check blotter, deposits, withdrawals, etc.).
• Add new features to existing accounts.
• Conduct Inspira transfer forms for capital calls as needed/required.
• Complete Wealth Advisory mail processing.
• Demonstrate proactive ownership of all other client service tasks.

• Ensure client paperwork is in good order and work with operations to timely correct any not in good order paperwork.
• Work with the Wealth Advisors to support the internal operational needs of advisory and financial planning.
• Track account transfers and provide updates to relevant parties.
• Keep accurate and up to date notes on active tasks.
• Respond to general inquiries concerning departmental activities and operations by relating or referring to established policies and procedures.
• Work with custodians to get any requested features set up.
• Complete Laserfiche filing of client service documents as required.
• Act as Peer Advisors for new CSC team members.

Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.