Experienced Financial Planning Client Service Specialist - Mercer Island
Only for registered members Mercer Island, United States
1 month ago
* This salary range is an estimation made by beBee
Job summary
This is a full-time on-site role for an Experienced Financial Planning Client Service Specialist, located in Mercer Island, WA. The Client Service Specialist will handle day-to-day tasks including providing exceptional client services, ensuring customer satisfaction, maintaining client communication, and supporting financial planning activities.Responsibilities
- Managing client inquiries
- Preparing financial documents
- Collaborating with financial advisors to deliver client-focused solutions
Qualifications
- Client Services, Customer Service, and Customer Satisfaction skills
- Effective Communication skills
- Strong attention to detail and organizational skills
- Ability to work collaboratively within a team
- Experience in a financial services or wealth management environment
Job description
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