Customer Service Specialist

MASTOR Recruiting & ConsultingMercer Island, WA, United States

12 hours ago

Salary

$60,000.00–$70,000.00 yearly

Job type

Job description

CLIENT SERVICE SPECIALIST-FOR A TRUSTED FINANCIALL PLANNING TEAM

HOURS-8am-5pm

100% in the office daily-MERCER ISLAND LOCATION-free parking

DAILY RESPONSIBILITIES

Assist clients with questions, account requests, and paperwork
Serve as a liaison between clients and custodians, ensuring smooth processes and advocating for client needs.
Provide firm-wide administrative support

QUALIFICATIONS & MUST HAVE- IF YOU DONT HAVE THESE 3 QUALIFICATIONS, DO NOT APPLY

3+ years of experience in operations, administrative support, or customer service, in financial services

Familiarity with investment and retirement account terminology.

Know the difference between an IRA and Roth IRA

RMD-meaning and what it does

Strong experience with Microsoft Office, CRM and creating spreadsheet

WHY WORK HERE

Insurance is crazy great

Only one meeting per week and lunch is provided

Very competitive salary $60-70k

Strong belief in work life balance

Jennifer Berns

MASTOR Recruiting & Consulting

Phone-425-577-4102