Compensation: $65,000-$100,000
Location: Seattle, WA (occasional travel to other offices)
Schedule: Full‑time, on‑site
About Composition Wealth
Composition Wealth is an independent, nationally-ranked investment advisory firm with offices in Los Angeles, San Francisco, Seattle, New York, Chicago, Maryland, and more. We specialize in providing sophisticated financial planning and investment advice to high-net-worth families and we love what we do. Our firm has received numerous awards, and we are featured in Forbes, Barron's, AdvisorHub, and other top media outlets. We have also been named Best Place to Work by Investment News multiple years in a row. As the firm rapidly expands, we have some amazing career opportunities for self-motivated, team-oriented professionals.
Position Overview
Composition Wealth is seeking a full-time Client Service Associate/Senior Associate to join our Client Service team in our Seattle, WA office. This is an entry-level to mid-level position that is instrumental in supporting advisory teams and an excellent opportunity for development within the financial services industry while providing upward mobility for multiple career paths. Successful candidates for this position will have strong client service and interpersonal skills and be able to thrive in a team environment and meet competing deadlines.
Job Responsibilities
- Provide operational and administrative support to Client Advisors in their daily business practices
- Act as a key point of contact for client issues and concerns
- Build client relationships while delivering white-glove customer service
- Organize, track, and lead team projects; seeing them through to a successful completion
- Work cross-functionally with investment, accounting, and operational departments to ensure clients’ needs are being met
- Manage individual client web portals and educate clients on the relevant capabilities and services
- Coordinate with clients’ outside advisors, including CPAs and Estate Planning Attorneys, to provide holistic service
- Own account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation, communicating with custodians, and complying with regulatory requirements
Competencies
- Demonstrated outstanding client service and interpersonal skills
- Exceptional listening, written , and verbal communication skills
- Time management and organizational skills with an emphasis on managing multiple responsibilities and adapting to changing priorities
Education/Experience
- Bachelor’s degree, business-related preferred
- Associate: 0-2 years of client service or administrative experience in the financial services industry
- Senior Associate: 4+ years of client service or administrative experience in the financial services industry
- Series 65 preferred
- Experience using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and/or Google Workspace (Gmail, Drive, Docs, Sheets, Slides), Salesforce experience a plus
- Salary range is $65,000 - $80,000 for an Associate level and $80,000 - $100,000 for a Senior Associate, depending on experience.
Why Work at Composition Wealth?
- Competitive compensation structure
- 401(k) Plan with Employer matching
- Employer health savings account
- Medical & vision insurance
- Continuing education support
- Composition Wealth is passionate about our people. We invest a ton of time, energy, and resources in our people.
This role is an in-office and full-time position in our Seattle, WA office.
Composition Wealth is passionate about our people. We invest a ton of time, energy, and resources in our people, and they are genuinely excited to come to work on Monday morning. Composition Wealth does not provide immigration-related sponsorship (e.g., H-1B, TN, STEM OPT, etc.) for this role.