Y438
Located in Bellingham, WA
Pay: $30.00-40.00
Job Full Description
Job Summary: Express Employment Professionals in Bellingham has partnered with a local financial firm in Bellingham to find an experienced Client Service Associate to join their team! This is a full-time, long-term opportunity that offers competitive pay and benefits.
Pay: $30.00-$40.00 per hour DOE
Position Type: Evaluation Hire
Shift: Monday-Friday, 8:00 AM-4:00 PM
Location: Bellingham, WA
Responsibilities & Qualifications Include:
- Client account servicing and maintenance such as preparing documents associated with new accounts, held away positions and alternative investments, monitoring account transfers, rollovers, and incoming funds, annual RMDs
- Processing fund transactions, including check requests, wires, and ACH
- Advisor support for account review summaries, portfolio performance reports
- Trade support for advisors, including periodic & recurring buys/sells
- Accounting for and tracking held-away positions, activity, redemptions, and reconciliation
- Processing and distribution of estate accounts, death & divorce account transitions
- Support of other daily administrative tasks, including phone calls, scheduling appointments, contact updates, and other front office support
- FINRA Series 7 & 66 licenses (or 7, 63, and 65)
- Associate or bachelor’s degree with a focus on business or finance
- Prior industry experience
- Experience with Redtail CRM
- Proficiency with Microsoft Excel (ie, VLOOKUP, Pivot Tables) and other Office 365 products
This Company Offers:
- Medical Benefits
- Bonus Potential
- 401K Match
- Profit Sharing
- Paid Time Off (PTO)
Benefits Offered to all Express Associates:
- Medical Plan
- Dental Plan
- Holiday Pay (6 observed days)
- 401(K) Retirement Savings Plan
- Vision/Eyewear Plan
- Life Insurance
- Prescription Drug Reimbursement
- Short-Term Disability
- Referral Bonus of $200.00 for every successful referral
- Weekly Pay
- Direct Deposit
- Visa Cash Card
We take walk-in interviews Monday-Friday from 7:00 AM-5:00 PM! Or you can call or text us at 360.734.2457 for an immediate interview!
Express offers a $200.00 CASH referral bonus for every successful referral! Ask us for more details!
For confidential consideration, we offer several ways to apply:
-Call or text our office at 360-734-2457 for an immediate phone interview.
-Complete an online application on our website: www.expresspros.com/apply
-Email your resume to: Shea.Davis@Expresspros.com
-Come by our office and talk to one of our Employment Specialists: 4164 Meridian Street, Ste 200, Bellingham, WA 98226
About Express Employment Professionals:
When you choose Express Employment Professionals for your employment search, you gain access to a network of top local companies and the support of our experience in hiring professionals who specialize in recruiting. Your education, skills, and experience are matched with the short-term, contract, and full-time positions our client companies have hired Express to recruit for. This is a FREE service for all job seekers!! Express has a wide range of jobs that meet employment goals, including Administrative, Professional, Skilled Trades, and Commercial positions.
Our Office Services Division is always recruiting for:
- Receptionist
- Front Desk Executive
- Data Entry
- Administrative Assistant
- Customer Service
- Office Assistant
- Executive Assistant
- File Clerk
For a complete list of all open positions:
Visit https://www.expresspros.com/bellinghamwa
Follow us on Facebook@ Express Employment Professionals- Bellingham
Follow us on Instagram@ Expressbellingham!
Follow our jobs on our App@ Expresspros.com/ExpressJobs
Bellingham, WA
1466
4164 Meridian Street
Suite 200
Bellingham, WA 98226
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