Wealth Management Specialist, Sr. jobs in Kennewick, WA

Who We Are

At Latitude Wealth Management, we pride ourselves on fostering a close-knit, collaborative culture where each member's contribution is valued and vital to our collective success. Our team thrives in a dynamic, supportive environment that encourages professional growth and personal development. We are committed to maintaining high ethical standards and transparency, ensuring that the relationships with our clients are built on trust and mutual respect. Innovation and continuous improvement are at the core of our approach. We leverage cutting-edge technology and personalized strategies to meet the diverse needs of our clientele. Join our firm and be part of a dedicated team that not only aims to achieve financial excellence for our clients but also supports your career aspirations in a fun, fulfilling, and inclusive workplace.

Who We Want

The role of the Client Service Associate is to assist team members in ensuring every aspect of client accounts is accurately and properly opened and maintained. This role will provide ongoing service and support to Client Service Managers and Advisors by providing service that exceeds expectations. This includes determining what actions need to be completed to open new accounts and perform maintenance on existing client accounts on an accurate and timely basis. Coordination of projects, training, and ongoing development of improved office procedures is also required. The Client Service Associate must be able to manage multiple tasks at a time while maintaining professional poise and courtesy to clients and internal stakeholders.

What To Expect

• Primary processor of new accounts and account maintenance requests from Advisors
• Professionally provides primary point of contact with our custodians and clients
• Service client needs and requirements as determined through Client Service Manager coordination
• Assist in developing annual client review materials
• Maintain accurate and complete client information in the database
• Interact with the Client Service team on all case requirements and follow-up
• Develop and maintain written procedures of all activities
• Attend all training and information-sharing meetings scheduled for the Service team
• Adhere to all company and industry supervisory guidelines and policies
• Other duties as assigned

What You Need

• Knowledge of Microsoft Office, including Word, Excel, and Outlook required
• Knowledge of Financial Advisor office tools (i.e. Orion, SalesForce, etc.) preferred
• Excellent interpersonal and communication skills
• Excellent attitude and an extraordinary client service orientation
• Polished and professional presentation
• A genuine interest in the financial services industry
• Excellent organizational and time management skills
• Ability to handle multiple tasks with precision in a fast-paced environment with changing priorities
• Analytical and research skills
• Ability to troubleshoot and problem-solve
• Desire to provide the highest quality of service
• High level of attention to detail

Preferred Education and Experience

• Bachelor’s degree in business administration, accounting, finance, or similar field preferred or commensurate career experience
• 2-3 years of experience working in a professional office environment preferred
• 3 years of experience in the financial industry preferred

Job Type: Full-time

Pay: $48,000.00 - $63,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off
• Professional development assistance

Compensation package:

• Bonus opportunities

Schedule:

• Monday to Friday

Ability to Relocate:

• Kennewick, WA 99336: Relocate before starting work (Required)

Work Location: In person