Top 76 Licensing associate Jobs in Lacey, Wa

Client Service Associate
Wealth Enhancement Group —Lacey, WA
- $30 - $35 an hour
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Supervising Clinician - Social Worker (LICSW) (PT)
LightHeart Mental Health, LightHeart Mental Health —Tacoma, WA
- $56 - $67 an hour
- Part-time
- HIPAA
- Outpatient experience
- Master's degree
- Health insurance
- Dental insurance
Quick Apply
Associate Veterinarian - Small Animal General Practice, Flexible Schedule - Lacey, WA
Companion Veterinary Hospital —Lacey, WA
- From $120,000 a year
- Part-time
- Mid-level
- Surgery
- Communication skills
- Health savings account
- Relocation assistance
Early Childhood Toddler/Preschool Teacher
Kindercare Learning Centers —Gig Harbor, WA
- $17.60 - $18.60 an hour
- Part-time
- Background check
- Classroom
- CPR Certification
- Health savings account
- Health insurance
Quick Apply
Pesticide Assistance Specialist
State of Washington Dept. of Agriculture —Olympia, WA
- $51,600 - $69,348 a year
- Online Application
- Background check
- Customer service
- Mid-level
- Paid holidays
- Flexible spending account
3d
Executive Assistant
CrossCountry Mortgage, LLC —Lacey, WA
- Full-time
- Microsoft Outlook
- Mid-level
- 3 years
- Wellness program
- Disability insurance
Apprentice Optician
Pearle Vision —Olympia, WA
- $17.13 - $22.86 an hour
- Part-time
- Merchandising
- Basic math
- High school diploma or GED
- Paid training
- Health insurance
9d
Technical Support Analyst I
Puyallup Tribal Health Authority —Tacoma, WA
- $27.45 - $31.57 an hour
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- AD&D insurance
Quick Apply
8d
Early Childhood Program Specialist 3
Tacoma Community College —Tacoma, WA
- $51,840 - $69,744 a year
- 8 hour shift
- Background check
- Classroom
- Microsoft Outlook
- AD&D insurance
- Paid holidays
Apprentice Optician
Pearle Vision OK —Olympia, WA
- $17.13 - $22.86 an hour
- Part-time
- Merchandising
- Basic math
- High school diploma or GED
- Paid training
- Health insurance
9d
Assistant Manager - Branch Banking
HERITAGE BANK —Olympia, WA
- $27.38 - $41.07 an hour
- Online Application
- Microsoft Outlook
- Word processing
- Mid-level
- Paid holidays
- Health insurance
9d
Case Manager/Care Coordinator
James Matthew Commission SPC —Olympia, WA
- $26.63 - $29.00 an hour
- Full-time
- Mid-level
- Residential
- High school diploma or GED
- Paid training
- 401(k)
Quick Apply
IT Policy & Planning - Journey
Washington State Liquor And Cannabis Board —Olympia, WA
- $70,692 - $95,112 a year
- Online Application
- Background check
- Azure
- Mid-level
- Free parking
- Paid training
IT Policy & Planning - Journey
State of Washington Liquor and Cannabis Board —Olympia, WA
- $70,692 - $95,112 a year
- Online Application
- Background check
- Azure
- Mid-level
- Free parking
- Wellness program
Armed Security Guard
STRATEGIC SECURITY CORP —Tacoma, WA
- $50 an hour
- Part-time
- Background check
- 18 years or older
- Ability to walk for extended periods
- Health insurance
- 401(k)
Quick Apply
Relationship Banking Assistant
Heritage Bank NW —Tacoma, WA
- $23.69 - $38.20 an hour
- Extended hours
- Microsoft Outlook
- Up to 50% travel
- Marketing
- Paid holidays
- Health insurance
Relationship Banking Assistant
HERITAGE BANK —Tacoma, WA
- $23.69 - $38.20 an hour
- Extended hours
- Microsoft Outlook
- Up to 50% travel
- Marketing
- Paid holidays
- Health insurance
NWITC Intake Coordinator
SQUAXIN ISLAND TRIBE —Shelton, WA
- $24.28 an hour
- Email
- Microsoft Excel
- Microsoft Outlook
- Current TB test
Quick Apply
14d
Early Learning- Center Director (Thurston County)
Capital Region ESD 113 —Tumwater, WA
- $39.61 - $43.28 an hour
- 8 hour shift
- Classroom
- Basic math
- Research
- AD&D insurance
- Paid holidays
Quick Apply
Unarmed Security Guard
STRATEGIC SECURITY CORP —Shelton, WA
- $22 an hour
- Part-time
- Background check
- 18 years or older
- Ability to walk for extended periods
- Health insurance
- 401(k)
Quick Apply

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Client Service Associate

Wealth Enhancement Group -
Lacey, WA

Apply Now

Job Details

Full-time
$30 - $35 an hour

Benefits

Profit sharing
Paid parental leave
Health savings account
Caregiver leave
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Vision insurance
401(k) matching
Pet insurance

Qualifications

Computer operation
Customer communication
Financial product expertise
Financial concepts
Productivity software

Full Job Description

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

Our Lacey, WA office has an exciting opportunity for a Client Service Associate! This role is a vital part of our team, responsible for providing exceptional service and support to clients, external partners, and internal advisors. You will contribute to a culture of collaboration and continuous improvement, with opportunities for growth and team leadership.

This role is an On-site position.

In the spirit of pay transparency, we are excited to share the hourly rate for this position is $30.00 to $35.00 per hour, depending on experience.

Primary Job Functions

New Client Onboarding

Ensure accurate completion of prospect and new client documentation and setup
Follow up on fund transfers from surrendering companies
Maintain the Salesforce CRM database and client files, including filing, copies, and data entry
Research and resolve issues with the Broker/Dealer, WEG Operations, and vendors
Record incoming assets to the appropriate tracking tools

Client Relationship Management

Engage with clients to understand their history and financial needs
Prepare account transactions, including trades, deposits, withdrawals, and required minimum distributions (RMDs)
Communicate with clients to clarify requests and determine next steps, including resolving issues or coordinating with advisors
Facilitate communication with clients’ tax or legal counsel as needed, including death claim processing

Client Review Preparation and Follow-Up

Gather client data and prepare materials for meetings and reviews
Conduct tax research (such as 1099s) and complete review follow-up actions

Industry, Product, and Company Knowledge

Apply knowledge of WEG’s Suitability Guidelines, operational processes, and sales model
Maintain a working proficiency with financial products such as annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices
Attend client service training, company educational events, and vendor presentations as needed

Team and Corporate Support

Assist advisor team operations with process improvements
Complete operational projects to support enhancements and changes
Share process and sales updates with the team
Mentor and train Client Service Associates (CSAs)
Manage vendor relationships in accordance with service level agreements
All other duties as assigned.

Education & Qualifications

Bachelor’s degree (or equivalent experience) in business, finance, economics, or a related field
Customer service training, knowledge, or experience
Ability and interest to learn financial concepts and products
Ability to work with deadlines, be flexible under pressure, and prioritize work
Ability to work as a team member
Ability to learn WEG’s sales model, processes, and procedures
Strong attention to detail
Effective problem-solving skills
Superior verbal and written communication skills
Proficiency with Microsoft Office Suite or related software
Familiarity with Salesforce and Support Org functionality
Experience with Workday preferred

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $42,500 - $63,750. The Client Service Associate role is compensated through a combination of base salary and variable pay, with total compensation aligned to performance metrics and company goals. (See bold details above)

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

Apply Now

Refine Your Search

licensing associate jobs in lacey, wa

Client Service Associate

Supervising Clinician - Social Worker (LICSW) (PT)

Associate Veterinarian - Small Animal General Practice, Flexible Schedule - Lacey, WA

Early Childhood Toddler/Preschool Teacher

Pesticide Assistance Specialist

Executive Assistant

Apprentice Optician

Technical Support Analyst I

Early Childhood Program Specialist 3

Apprentice Optician

Assistant Manager - Branch Banking

Case Manager/Care Coordinator

IT Policy & Planning - Journey

IT Policy & Planning - Journey

Armed Security Guard

Relationship Banking Assistant

Relationship Banking Assistant

NWITC Intake Coordinator

Early Learning- Center Director (Thurston County)

Unarmed Security Guard

I want to receive the latest job alert for licensing associate in lacey, wa

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