Previous Job
Previous
Client Services Specialist
Ref No.: 18-10296
Location: Federal Way, Washington
For this role, the majority of the duties consist of answering phones, greeting clients, and scheduling meetings.
 
  • 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
  • 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