JOB DESCRIPTION Client Service Associate

Who We Are: Gevers Wealth Management, LLC a family wealth management firm helping wellto-do families and individuals plan for a successful retirement, manage their investment portfolios, and provide overall wealth management services. Gevers Wealth Management, LLC has been recognized for excellence by Washington CEO Magazine as well as Seattle Magazine. We serve over one hundred successful and very nice families who rely on us to assist them in making wise financial decisions and manage their investment portfolios. We are dedicated to serving them and helping them meet their financial goals. We are a small (4 employee) firm that cares for our clients and cares for our employees. Our office is in Issaquah, WA.

Who You Are: You are detail-oriented, meticulous and methodical, and highly organized. You are gracious, polite, personable, and love helping people. You enjoy completing tasks, processing paperwork and working on projects in a systematic and orderly manner, and also able to handle multiple projects simultaneously. You are comfortable with numbers and money. You have a college degree, Business/Accounting/Finance/Economics a plus. You have a high level of professionalism - confidentiality, discretion, and judgment. Excellent verbal and written communication skills. You have basic Microsoft Word skills, learn quickly and are capable of using CRM (customer relationship management) software. Knowledge of Excel is a plus. You are pro-active, a quick learner, comfortable working autonomously and enjoy working in a small company atmosphere. A team player; self-starter; takes ownership of job responsibilities. You have references that are enthusiastic about your people skills, attention to detail and proficiency in handling projects.

 You have your Series 7 Securities registration OR - You are interested in finances and investments and are willing to study and obtain a securities registration. Series 24 license is a plus. Prefer two years experience in financial services. Exposure to and understanding of investments, mutual funds, retirement plans, insurance, etc. This could be a long term career position or may transition into a role with broader responsibilities for the right individual.

Your Role and Responsibilities You will be helping our clients, and working closely with the senior financial advisor and the operations manager, and performing duties including the following: Client service income/distributions, reporting questions, account set up, conversions, contributions, charitable gifts, RMD calculations, transfers, titling, 401(k) rollovers, tax questions, simple trading, etc. Follow-up on client implementation actions as assigned by Senior Financial Advisor. Paperwork and client meeting closure. Paperwork and document follow up. Oversee client meeting prep. Post meeting follow-up. Pre-meeting first meeting package, request for client information, etc. Insurance applications and process to completion. Simple security trades as necessary. Contribution to SOP manual. Scheduling and confirmations. Client contact & communication. Scheduling for Senior Financial Advisor. Personal projects for Senior Financial Advisor. Special Projects (Christmas mailers, gifts for clients, special events, etc.)
Please e-mail a cover letter introducing yourself, along with your resume to info@geverswealth.com if your skills and gifts would make you a great fit for this description.

Securities and advisory services offered through Cetera Advisors Network, LLC, Member SIPC. Gevers Wealth Management, LLC and Cetera Advisors Network are not affiliated.