Client Services Associate

Ready for the next step in your financial services career?

As our practice continues to grow, we are thoughtfully expanding our team. We're looking for people who bring curiosity, initiative, strong technical skills, and a genuine desire to help clients make confident financial decisions. We're not looking for just any candidate. We're looking for people who will thrive in our culture, contribute to our team, and help us continue delivering an exceptional experience for our clients.

The Client Services Associate

is a key member of our team, helping create a seamless experience for clients while supporting the day-to-day operations of a growing practice. This role offers meaningful responsibility, variety, and the opportunity to expand your skills across client experience, operations, compliance, marketing support, and practice management. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

Responsibilities and Job Functions

Practice Operations, Client Service & Team Support

·        Help manage daily office operations, such as answering incoming phone calls and coordinating client & prospect meetings

·        Manage shared calendars, office supplies, vendors, mail, and administrative workflows

·        Serve as a central point of coordination so routine office needs are handled promptly and professionally

·        Maintain organized digital and physical records in accordance with retention and compliance requirements

·        Create, document, and improve standard operating procedures for recurring office processes

·        Help identify operational gaps and follow through until they are resolved

·        Document client contacts and interactions & maintain client record management system

·        Conduct transaction requests as directed by financial advisors and associate financial advisors

·        Coordinate meeting follow-up and execute a wide range of client service and new business tasks

·        Maintain tracking systems for team licenses, registrations, appointments, continuing education, and renewal deadlines

·        Assist with routine compliance files, logs, attestations, and documentation at the direction of practice leadership

·        Perform other job-related duties and/or special projects as required

Client Relationship Management

·        Create a warm, organized welcome experience for new and existing clients by phone, email, and in person

·        Manage administrative steps in the new-client onboarding process, including forms, account-opening logistics, status tracking, and welcome communications

·        Work with clients, internal team members, and the Ameriprise home office to resolve routine service and account-administration issues

Client Events and Marketing Coordination

·        Coordinate logistics for small client appreciation and educational events, including invitations, RSVPs, venues, vendors, supplies, and follow-up

·        Assist with approved marketing projects such as maintaining materials, coordinating vendors, proofreading, and tracking deadlines

·        Help keep office and client-facing materials current, organized, and consistent with brand and compliance requirements

Skills and Attitude Necessary to Succeed

·        Polished and well-spoken, with a confident and professional presence

• Exceptional organization, follow-through, and attention to detail
• Self-motivated, willing to improve and learn new things, and an overall positive attitude
• Comfortable owning recurring processes and keeping others on track
• Strong judgment and discretion with confidential information
• Clear professional writing and verbal communication
• Resourceful problem-solver who notices what needs attention and follows through
• Able to balance interruptions, deadlines, and multiple priorities calmly and effectively
• Interested in growing with a team and improving how the office operates
• Genuine interest in serving and caring for other people
• Knowledge of computers, scanners, and other office technology

Qualifications:

• Proficiency with Outlook, Excel, Word, and PowerPoint
• Two or more years of office administration, client service, operations, hospitality, event coordination, or financial services experience preferred
• Comfort learning Salesforce and other practice-management systems
• Bachelor's degree preferred, though equivalent experience will be considered
• Preferred: Series 7 and Series 66 licenses (or ability to obtain within first 6 months of employment)

Nice to Have:

·        Experience in financial services, professional services, wealth management, or another high-touch client environment

·        Experience with Ameriprise systems or Salesforce

·        Experience coordinating onboarding, office operations, small events, compliance administration, or marketing logistics

While experience in the financial services industry is preferred, we welcome applications from motivated professionals with transferable skills.  

Compensation & Benefits:

·        Full-time, in-office position based in Camas, Washington ( occasional remote-work flexibility as needed and coordinated in advance )

·        Initial base salary: $50,000 - $85,000 depending on experience and qualifications ( Candidates with significant industry experience may be considered for compensation above the stated range )

·        Potential team based Annual Incentive Plan (AIP) Bonus (based on a percentage of base salary)

·        13 Paid Holidays + 10 days of PTO/Vacation in first year (increases to 15 days in year 2)

·        401(k) with match after 6 months of employment

·        Health, Dental, and Vision Insurance

·        Reimbursement for future licensing and certifications

·         Frequent baked goods and pastries, thanks to the office’s strong sweet tooth

We are an Equal Opportunity Employer. The selected candidate will be required to pass a background check and satisfy applicable licensing, registration, and compliance requirements .

To apply, please submit a resume and cover letter to [email protected].

You may learn more about us at MeadowsWealthAdvisors.com.