Western Mountain Financial Services Hiring for Client Services Associate Job at Farmington, ME Full Time

Client Service Specialist

Western Mountain Financial Services – Farmington, ME

Western Mountain Financial Services, an established local financial advisory office, is seeking a career minded Client Service Specialist. This full-time position will assist our Financial Advisors with various aspects of client account servicing.

The Client Service Specialist plays a crucial role in assisting with client communication and financial planning needs. You will need to be detail orientated, highly organized with the ability to multi-task and prioritize client needs.

Responsibilities:

• Meeting prep and follow up for client meetings
• Prepare investment account applications and track the process from start through completion
• Update client communications in our CRM system
• Complete money movements
• Provide exceptional client service via email, in person and on the phone
• Support Financial Advisors in all aspects of financial planning & client experience

Ideal Candidate Qualifications

• Strong team player
• Pleasant, professional, and friendly manner with excellent interpersonal skills
• Highly organized, accurate with attention to detail
• Highly proficient with Microsoft office and CRM database
• Excellent written and verbal communication skills
• Ability to multi-task and meet deadlines
• Strong personal and business ethics
• Proactive approach to client service with appreciation for client needs
• Completion of two or more years of college level courses in finance/economics
• Previous experience in the financial services industry

Job Type: Full-time

Pay: $20.00 – $25.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Vision insurance

Schedule:

• Day shift
• Monday to Friday

Ability to commute/relocate:

• Farmington, ME 04938: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer service: 1 year (Preferred)

Work Location: One location