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Careers

Open Position(s): 2 Open Positions 

Senior Account Manager

Bellevue, WA

At SCS, our mission is simple: develop enduring relationships with our clients by providing high quality, independent guidance.

We serve our clients with personal service from our experienced, collaborative team. The needs of clients have always come first, and we are not satisfied unless their visions for business, retirement or legacy are met. Through our vast expertise in Asset Management and Corporate Retirement planning we provide strategies that help along the path to success. For more information on SCS, please visit http://northwestscs.com

We are currently looking to fill the role of Senior Account Manager our Wealth Management team.

Specific responsibilities include:

  • Develop long-term relationships with high-net-worth clients and work with Advisor Team as contact point
  • Oversee the preparation and processing of all documentation related to client onboarding, implementation, and ongoing maintenance; help manage the workflow of all client requests
  • Coordinate with Advisor Team to track and execute any client action items
  • Preparing client meeting material when requested
  • Execute established client appreciation program such as including thank you notes and gifts.
  • Make suggestions to improve existing operational processes and procedures
  • Oversee the gathering, organization, and input of client data in the CRM (Salesforce); manage data integrity and keep records up to date

Successful Candidates will have the following skills:

  • 5+ years of client service experience in the wealth management industry
  • Securities licenses not required
  • Bachelor’s degree (preferably in Finance or Business Administration)
  • Excellent communication and time management skills; ability to communicate with multiple Advisors and office staff
  • Demonstrated ability to delegate, multi-task, and manage a busy workload
  • Familiarity with custodian, broker, and money manager operations a plus
  • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM also a plus
  • Reliability (core hours 8:00 AM to 4:00 PM)
  • Position is in Bellevue, WA Monday through Friday in the office

Benefits:

SCS offers an industry leading benefits package that includes the following:

  • Competitive salary plus bonus opportunities100% coverage of medical/dental/vision care premiums for employees
  • Generous 401(k) matching contributions of employee salary deferrals
  • Vacation and paid holidays
  • Ongoing career development, including training/certification
  • Regular employee appreciation events and social outings

SCS is an equal opportunity employer

Job Type: Full-time


Work authorization:
•United States (Required)


Schedule:
•Monday to Friday

Account Manager

Bellevue, WA

At SCS, our mission is simple: develop enduring relationships with our clients by providing high quality, independent guidance.

We serve our clients with personal service from our experienced, collaborative team. The needs of clients have always come first, and we are not satisfied unless their visions for business, retirement or legacy are met. Through our vast expertise in Asset Management and Corporate Retirement planning we provide strategies that help along the path to success. For more information on SCS, please visit http://northwestscs.com

We are currently looking to fill the role of Account Manager our Wealth Management team.

Specific responsibilities include:

  • Coordinating the new client onboarding process, including opening accounts, establishing cashiering needs, setting up online reporting, updating cost basis, and initiating and tracking asset transfers
  • Serve as a liaison between clients, custodians, and Advisors
  • Preparing client meeting material when requested
  • Make suggestions to improve existing operational processes and procedures
  • Maintain client data and notes in our CRM system

Successful Candidates will have the following skills:

  • 2+ years of customer service experience and the desire to provide superior client service in a team oriented, small-company environment
  • Bachelor’s degree (preferably in Finance or Business Administration)
  • Excellent communication and time management skills; ability to communicate with multiple Advisors and office staff
  • Familiarity with custodian, broker, and money manager operations a plus
  • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM also a plus
  • Reliability (core hours 8:00 AM to 4:00 PM)
  • Position is in Bellevue, WA Monday through Friday in the office

Benefits:

SCS offers an industry leading benefits package that includes the following:

  • Competitive salary plus bonus opportunities 100% coverage of medical/dental/vision care premiums for employees
  • Generous 401(k) matching contributions of employee salary deferrals
  • Vacation and paid holidays
  • Ongoing career development, including training/certification
  • Regular employee appreciation events and social outings

SCS is an equal opportunity employer.


Job Type: Full-time


Work authorization:
•United States (Required)


Schedule:
•Monday to Friday


Contact Landon Smith at landon.smith@northwestscs.com or 425-452-1222 ext. 111 to inquire

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