Client Service Specialist

Badgley Phelps Wealth Managers, a downtown Seattle wealth management firm is seeking an experienced professional as a Client Service Specialist to provide support to a team of Wealth Managers. Client service, portfolio support, marketing, and general administrative assistance are key components of this job.

A successful candidate for this position has a strong desire to provide excellent service to clients and the experience to support our Wealth Managers. Our company is also highly collaborative and strong communication skills are required. Come join a firm with a long history and a bright future. Badgley Phelps is big enough to provide career growth opportunities, and small enough for your contribution to the organization to be highly visible and appreciated.

Client Service

In coordination with a team of wealth managers, build and maintain strong client relationships.

  • Understand and anticipate client requirements and expectations, troubleshoot service issues and provide outstanding service.
  • Process client requests thoroughly, accurately and punctually, and effectively communicate with the managers on each client interaction.
  • Work with Wealth Managers and Financial Planners in the preparation of quarterly client correspondence.
  • Use and maintain our firm’s client relationship management system.
  • Work with client accountants, attorneys and bankers as needed.
  • Process new account set-ups and coordinate account transfers with custodians including ACAT, non-ACAT and rollovers.
  • Track and initiate scheduled funds transfers as required.
  • Schedule/coordinate client meetings and prepare necessary materials.
  • Use portfolio management system, custodian reporting systems and Excel to generate client reports as required.
  • Track/update security cost basis information when required. 

Marketing

Coordinate meetings, schedule conference rooms, organize presentation materials and occasionally prepare presentation booklets using PowerPoint. Assist with the preparation of materials necessary for meetings with current and prospective clients.

General Administrative Support

Tasks include word processing, organizing and preparing materials, filing, scanning, faxing, copying and
scheduling/calendar management. Excellent telephone and email skills required. Provide back-up
support to other members of the Client Service team and Receptionist as needed. Handle special projects as assigned.

 

We offer a complete compensation package, including salary, bonus, 401k, group insurance (medical, dental, vision, disability), bus pass, holidays and paid time off.

Please respond to careers@badgley.com with cover letter and resume if interested.