Client Service Associate

Evergreen Gavekal is an independent registered investment advisor headquartered in Bellevue, Washington, with additional offices in Oregon and California. Our culture rewards creative problem-solving, an entrepreneurial mindset, and cross-functional collaboration. With $5 billion in assets under management, we are seeking motivated Client Service Associates who want to refine their skills and grow their careers with a rapidly expanding firm.

We are looking for a Client Service Associate who is highly motivated, detail-oriented, and client-focused. This role supports Lead Advisors in onboarding new households and servicing existing client accounts. The Client Service Associate works closely with colleagues on the Service Team and often acts as a liaison between advisors, clients, and custodians.

Key Responsibilities

Support advisor(s) with client service requests and respond promptly to client inquiries via email and phone.
Process cashiering and money movement requests, including RMDs.
Facilitate onboarding of new households, including account opening, funding, and trade setup.
Follow up thoroughly on outstanding items to ensure timely resolution.
Navigate the Schwab Advisor Portal to complete custodial processes efficiently.
Proactively communicate client status and updates across relevant departments.
Maintain accurate client information in CRM and reporting systems.
Coordinate annual tax reporting and support completion of required documentation with CPAs.
Provide additional administrative support as needed.

Qualifications

1–3 years of relevant experience, ideally with another RIA or broker-dealer.
Series 65 license preferred (or willingness to pursue).
Strong communication and relationship-building skills with a client-first mindset.
Ability to prioritize tasks effectively while balancing urgency and efficiency.
A “no task is too small” attitude and willingness to help across the team.
Self-starter who thrives with autonomy and accountability.
Familiarity with DocuSign, Salesforce, and Envestnet Tamarac preferred.
Must be located in Bellevue or surrounding areas; this role is primarily in-office.

Compensation & Benefits

Salary range: $55,000–$85,000 (depending on experience and licensure) plus annual bonus eligibility.
15 days of Paid Time Off (PTO) plus 10 market holidays.
401(k) plan with employer match.
Comprehensive medical, dental, and vision benefits.

Evergreen Gavekal

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Client Service Associate