Client Services Account Specialist

3 weeks ago(11/27/2017 4:33 PM)
Job ID
# Positions
Client Service - Account Specialist


Client Services Account Specialist


We are looking for an exceptional person for a very important position at Merriman Wealth Management. We are a well-established and growing registered investment advisory firm that needs people who will grow with us, personally and professionally.


The company

We opened our doors in 1983 and quickly learned that money management is not about managing money. It’s about helping people the way we would want to be helped.


Today we manage approximately $2.5 billion in investments, giving ongoing investment advice to thousands of Clients across the country.  We have three offices in the Pacific Northwest in Seattle and Spokane, Washington as well as Eugene, Oregon. 


We are highly selective in choosing our team members, who bring enthusiasm to their jobs, who enjoy each other and who take pride in working together to provide extraordinary service to our Clients. We are highly respected in our industry, and we value our integrity above all else.


The job

Overview: You will be a critical part of our team, working directly with our Clients and our financial advisors to make sure all the details of Client accounts are implemented properly and with efficiency. Your previous industry-relevant experience is a vital component to our success.


This is a detail-oriented position that requires the ability to multitask, anticipate needs, and adjust to changing priorities as well as operate as an effective member of a team.  Elements of responsibilities include processing account openings, closures, transfers, and distributions according to government regulations and company policies.  You will be expected to answer and prioritize telephone calls, emails, daily account maintenance and other administrative support tasks. 


You will need to comprehend the details of our investment strategies, our proprietary investment process, investment products and programs, and the asset allocation tools that we use.


At Merriman Wealth Management we work as a team, which includes supporting each other and lending a hand. It is not uncommon to utilize your skills and talents in other departments to work on projects and short-term tasks that need assistance.


Details: Normal hours are 7 a.m. to 4 p.m. Monday through Friday. You may be asked to occasionally attend a client event outside of normal business hours.



Candidates who want to be considered for this job must have previous experience providing Client service in the financial services industry. They are comfortable dealing with information that is sensitive, personal and confidential. Other essential attributes include accuracy, good judgment, tact, reliability, trustworthiness, professional poise, excellent communication skills, the ability to work under stress and deal with clients who are under stress.

Our client services account specialists are familiar with financial markets and personal finance issues in general. 



The rewards

We offer a team-based, safe, positive work environment where Employees are encouraged to grow into new responsibilities and to accept new challenges. Our pay is competitive, and our benefits include a co-funded retirement plan, medical coverage and much more.


As a result of the environment we strive to create for our staff, our Employee turnover is very low.  In the interest of our Employee’s health, we are a non-smoking firm.



We look forward to hearing from you. 


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