What are the responsibilities and job description for the Client Services Associate position at Open Advisors, LLC?
Company Description
Open Advisors, LLC located in Kirkland, WA, is a financial planning firm that believes in collaboration, courage, conviction, and flexibility when planning for the future. They provide financial planning services to successful executives, business owners, and their families.
Role Description
This is a full-time on-site/work from home hybrid role for a Client Services Associate at Open Advisors, LLC in Kirkland, WA. The Client Services Associate will be responsible for providing client services, customer support, communication, customer service, and financial support to clients on a daily basis.
Qualifications
- Client Services, Customer Support, Communication, and Customer Service skills
- Finance knowledge and experience
- Excellent written and verbal communication skills
- Ability to work well in a team and independently
- Strong organizational and time-management skills
- Experience in the financial services industry is a plus
- Bachelor's degree in Finance, Business Administration, Economics, or related field