Client Services Specialist
Previous Job
Client Services Specialist
Ref No.: 18-02672
Location: Lynwood, Washington
Are you the kind of person who likes helping people reach their personal goals and accomplish their dreams?
Are you motivated by a fast paced environment and a tight-knit team?
Do you have a place for everything and everything is in its place?

So, tell me, what would an exceptional Client Service Manager do each day?
  • Utilize your highly skilled, Jedi professionalism to communicate with our clients via all platforms
  • Ignite the turbo when communicating with clients, vendors, advisors and headquarters
  • Establish phenomenal, unrivaled relationships with all of our awesome clients
  • Schedule & prepare mind-blowing client and new prospect meetings
  • Use necessary ninja moves to meet all appropriate deadlines
  • Become a mastermind of account types and the basic IRS rules that govern them
  • Pride yourself on the accuracy of processing daily money movements within client accounts
  • Know the Ins & Outs Client Management Systems – Track yourself, so you don't wreck yourself!
  • Be the wing person for the advisor for ticket reconciliation & placing trades
  • Use your rock star initiative to complete other tasks as called upon