Client Service Associate (spokane, Wa)

Willenborg Wealth Management

Spokane, WA, US
$45,000.00-$65,000.00 py
**
High volume client interactions
Process financial transactions
Maintain client paperwork
** Raymond James is seeking a Client Service Associate in Spokane, WA, who will provide essential administrative support to financial advisors and clients. The ideal candidate should be detail-oriented, possess strong communication skills, and thrive in a fast-paced environment. **

Job Summary

  • This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members.
  • The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
  • The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Matching Summary

Match Score: 75

** Raymond James is seeking a Client Service Associate in Spokane, WA, who will provide essential administrative support to financial advisors and clients. The ideal candidate should be detail-oriented, possess strong communication skills, and thrive in a fast-paced environment. **

Salary

$45,000.00-$65,000.00

Skills & Requirements

Must-have

  • High volume client interactions
  • Process financial transactions
  • Maintain client paperwork
  • CRM software proficiency
  • Excel for reporting

Nice-to-have

  • Detail-oriented and creative problem solver
  • Effective communication across platforms
  • Ability to handle stressful situations
  • Proactive follow-up and problem resolution

Key Requirements

  • High School Diploma or equivalent
  • 1+ years securities industry experience preferred
  • 0-3 months general experience

Work Rights

Not specified

Tailored Resume

Cover Letter