Client Service Specialist

Financial Advisory Firm - Redmond, WA (30+ days ago)3.8


Quinn & Associates is a client focused financial advisory practice that provides guidance for individuals and families through comprehensive financial planning, wealth management, insurance coverage analysis, retirement income solutions, and ongoing advice concerning all of our client’s various financial needs.

We are seeking an experienced specialist to serve our clients ongoing needs:

Essential Position Functions:

  • Superior client service
  • Schedule management
  • Client correspondence
  • Taking inbound calls
  • Managing company online presence
  • Coordination of client appreciation events
  • Paperwork processing and tracking
  • Other duties as assigned.

Qualifications:

  • Client service experience
  • Positive and professional demeanor
  • Excellent written and verbal communication skills
  • Proficiency with Word, Excel, and Outlook
  • Attention to detail and accuracy
  • High level of organizational skills
  • Self-motivated

Education:

  • High school diploma

Travel:

  • None

Work Conditions:

  • Professional office environment
  • Monday – Friday (8am – 5pm)

Benefits:

  • Stipend to cover Health Coverage and Retirement Plan
  • Paid Vacation

Please include cover letter and resume when responding.

Job Type: Full-time

Salary: $45,000.00 to $55,000.00 /year

Experience:

  • client services: 2 years

Education:

  • High school or equivalent

Required work authorization:

  • United States