Customer Service Specialist

CLIENT SERVICE SPECIALIST-FOR A TRUSTED FINANCIALL PLANNING TEAMHOURS-8am-5pm100% in the office daily-MERCER ISLAND LOCATION-free parkingDAILY RESPONSIBILITIESAssist clients with questions, account requests, and paperworkServe as a liaison between clients and custodians, ensuring smooth processes and advocating for client needs.Provide firm-wide administrative supportQUALIFICATIONS & MUST HAVE- IF YOU DON'T HAVE THESE 3 QUALIFICATIONS, DO NOT APPLY3+ years of experience in operations, administrative support, or customer service, in financial servicesFamiliarity with investment and retirement account terminology. Know the difference between an IRA and Roth IRARMD-meaning and what it doesStrong experience with Microsoft Office, CRM and creating spreadsheetWHY WORK HEREInsurance is crazy greatOnly one meeting per week and lunch is providedVery competitive salary $60-70kStrong belief in work life balanceJennifer BernsMASTOR Recruiting & ConsultingPhone-425-577-4102Email: jennifer@ /in/mastor

Created: 2025-03-03