Client Service Associate (spokane, Wa)

Chartwell Investment Partners

Spokane, WA, US
$45,000.00-$65,000.00; not specified; not specifie...
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High volume client interactions
Process financial transactions
Open new client accounts
** Raymond James is seeking a motivated Client Service Associate for their Spokane, WA office, responsible for providing high-quality administrative support to financial advisors and clients. The ideal candidate should possess strong communication skills and the ability to manage multiple tasks 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.
  • Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
  • 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 motivated Client Service Associate for their Spokane, WA office, responsible for providing high-quality administrative support to financial advisors and clients. The ideal candidate should possess strong communication skills and the ability to manage multiple tasks in a fast-paced environment. **

Salary

$45,000.00-$65,000.00; Not specified; Not specified

Skills & Requirements

Must-have

  • High volume client interactions
  • Process financial transactions
  • Open new client accounts
  • Maintain client paperwork
  • Prepare business reports
  • Utilize CRM software

Nice-to-have

  • Detail oriented problem solver
  • Effective communication skills
  • Organize and manage tasks
  • Handle stressful situations
  • Provide high level customer service

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter