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Financial Client Service Specialist

MASTOR Recruiting & Consulting
Mercer Island, WA Full Time
POSTED ON 4/23/2025
AVAILABLE BEFORE 5/22/2025

FINANCIAL CLIENT SERVICE SPECIALIST-FOR A TRUSTED FINANCIALL PLANNING TEAM

HOURS-8am-5pm

100% in the office daily-MERCER ISLAND LOCATION-free parking

DAILY RESPONSIBILITIES

  • Assist clients with questions, account requests, and paperwork
  • Serve as a liaison between clients and custodians, ensuring smooth processes and advocating for client needs.
  • Provide firm-wide administrative support

QUALIFICATIONS & MUST HAVE

  • 3 years of experience in operations, administrative support, or customer service, in financial services
  • Familiarity with investment and retirement account terminology.
  • Know the difference between an IRA and Roth IRA
  • RMD-meaning and what it does
  • Strong experience with Microsoft Office, CRM and creating spreadsheet

WHY WORK HERE

  • Insurance is crazy great
  • Only one meeting per week and lunch is provided
  • Very competitive salary $60-70k
  • Strong belief in work life balance


Jennifer Berns

MASTOR Recruiting & Consulting

Phone-425-577-4102

Email: jennifer@mastorrecruiting.com

www.linkedin.com/in/mastor

www.mastorrecruiting.com

Salary : $60 - $70

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