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To post a job, please fill out the WP&BC Seattle Job Submission form and return it to diane@asi-seattle.net along with a Word document containing full details about your job. See the Job Submission form for more information.

WP&BC Seattle Job Submission form

Client Service Associate - Retirement Plan Services

Brighton Jones - Bellevue, WA


As a critical member of the Institutional Asset Management team, you directly support Team members in acquiring new clients and retaining existing ones. You will be a member of a dynamic team in a collaborative, service-obsessed environment utilizing your exceptional organization, communication, and problem-solving skills.  

  • Proactively support team
  • Prepare various deliverables
  • Act as primary liaison with our business partners
  • Participate in client meetings
  • Own client data organization, accuracy and completeness in the CRM
  • Participate in business development and client retention projects

1-3 years of financial industry client service required. Related undergraduate degree desired

For more information and to apply, see details for this position posted on the website.

Posted 3/29/2019

Western Pension & Benefits Council • Seattle Chapter
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