- Bellevue, Washington, United States
- Hybrid
- Full-time · Associate
- $73K–$83K per year
Associate will support client advisory teams, manage day‑to‑day client operations, process money movements, execute trades, maintain CRM records, and develop client presentation materials.
Compensation
The expected base salary range for this position is $72,500 to $82,500 per year. The successful candidate may also be eligible for a discretionary bonus.
Responsibilities
- Support client advisory teams in delivering exceptional client experience
- Process money movements and execute trades within accounts
- Maintain CRM records and ensure accurate execution
- Develop client presentation materials and special projects
Requirements
- Bachelor’s degree
- Nice to have: Basic understanding of investments
- Nice to have: Mutual funds
- Nice to have: Separately managed accounts
- Nice to have: Alternative investments