Premier Wealth Washington Hiring for Client Services Specialist Job at Lynnwood, WA Full Time

Client Services Specialist Location: 19101 36th Avenue West, Suite 211, Lynnwood, WA 98036 – On-site Compensation: $24 – $25 per hour (DOE)

Premier Wealth is searching for a Client Services Specialist to provide administrative support to the advisor, interface with clients and maintain operation efficiency with paperwork and software programs. The ideal candidate will have a service-focused nature, be extremely detail-oriented, and possess sophisticated communication skills.

This position will work on-site in our Lynnwood, WA office.

Premier Wealth provides holistic financial services to the community. We pride ourselves in providing a customized approach, tailored to unique needs. We also are passionate about giving back, and volunteer to help our community. Come be a part of our people first team!

Key Responsibilities of the Client Service Specialist:

• Answer phone and handle all client service issues.
• Maintain client contact records and files, including copies of all signed applications and forms, according to Commonwealth’s Compliance requirements.
• Maintain updated client contact records using CRM system.
• Schedule and prepare for client and wholesaler meetings.
• Regularly review Commonwealth news items, technology updates, and e-mail communications, report pertinent information back to advisor.
• Anticipate advisor needs and handle them proactively.
• Make suggestions to systematize and improve office functions.
• Track all business, handle paperwork and generate reports.
• Provide excellent customer service to build client relationships.
• Follow up on outstanding transactions with Commonwealth and use Commonwealth’s services, such as COMMunity Link®.
• Track and order all supplies.
• Draft letters and send mass emails and mailings.

What the successful Client Service Specialist will have:

• BA or BS or equivalent experience required.
• Exceptional customer service experience.
• Two years of experience in financial services a plus.
• A self-starter who can work independently and differentiate between matters that should be handled alone versus those that require advisor assistance.
• Must be a team player and work well with others.
• A conscientious nature and strong interpersonal skills.
• Ability to maintain attention to detail while under pressure and work in a fast-paced environment.
• Ability to fill out forms and follow directions exactly.
• Sophisticated communication and organizational skills.
• Proficiency with computer programs, including MS Word and Excel, Adobe, and CRM systems.
• Proofreading (or quality assurance) skills.

Compensation Range

• $24.00 to $25.00 per hour

Premier Wealth has outstanding benefits including:

• Option for Medical Benefits
• 401k Retirement Plan with company match
• Paid Time Off and Paid Holidays

Want to learn more about Premier Wealth Washington?

• Please visit www.premierwealthwa.comto learn more!

Premier Wealth Washington has partnered with All Things HR, an external HR Consulting Company, to assist with their hiring process. If you would like to be a part of this dynamic company, please apply today

Job Type: Full-time

Pay: $24.00 – $25.00 per hour

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Work Location: One location