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JOB DESCRIPTION

Client Service Associate

Who We Are: Gevers Wealth Management, LLC a family wealth management firm helping well-

to-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 andenjoy 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 todetail and proficiency in handling projects.

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You have your Series 7 Securities registration OR - You are interested infinances 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 andunderstanding of investments, mutual funds, retirement plans, insurance, etc.

This could be a long term career position or may transition into a role withbroader 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 FinancialAdvisor.

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 CeteraAdvisors Network are not affiliated.