Client Service Associate

Northern Lights Advisors is a growing financial planning firm with offices located in Seattle, WA. We are seeking a HYBRID Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about us at NLRIA.com

This position will be hybrid. We will provide you with equipment to work from home but will expect you to work from the office 1-2 days/week depending on client meetings.

Compensation:

Salary range of $80K-100K, commensurate with relevant experience

Great Work/Life Balance with a Monday-Friday Schedule

Medical insurance – 50% of premium paid by the firm

Dental and Vision insurance

401(k) with a 3% safe harbor match

Generous PTO Policy & Paid Holidays – 20 PTO days in the first year

Professional, Fun, Motivating Atmosphere

Hybrid position

Responsibilities include:

Respond to client requests with timeliness and accuracy in mind

Assist Advisors with client meeting prep and follow-up tasks

Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks

Become primary point person for AI integration and work directly with leadership on this ongoing effort

Maintain and update client data in Salesforce

Initiate, manage, and tweak workflows in Salesforce

Data input into our financial planning software – eMoney – and preliminary analysis of financial plans

Run reports and proposals in Orion

Requirements:

3 years of financial services experience

Adept and skilled with technology and 3rd party software. We are a paperless office

Ability to prioritize tasks, problem-solve, and meet deadlines

Organization skills & attention to detail

Ability to anticipate client and advisor needs

Ability to work independently while prioritizing projects and managing your time – we do not micromanage

Ability to learn and implement new technology and software quickly

Ability to communicate well and work in a collaborative environment

Ability to follow office processes and policies related to office operations & client privacy

Experience with CRM Software / Database Experience is a plus but not required: Salesforce, Claude, Schwab, eMoney, Holistiplan, Orion, google office products.

The Process:

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will meet with the leadership team. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.