Client Specialist / Event Coordinator

Job Summary
We are seeking a highly organized and detail-oriented Client Specialist / Event Coordinator to join our dynamic team. The ideal candidate will be responsible for back office support throughout client on-boarding and retention process and for overseeing tasks throughout the event planning and execution process. This role requires excellent communication skills, a passion for building client relationships, and the ability to work under pressure while managing multiple projects simultaneously.

Duties

• Providing the highest level of internal and external customer service
• Ability to work on complex projects with general direction and minimal guidance
• Passion, enthusiasm, focus, creativity and a positive outlook
• Professional appearance and demeaner
• Ability to enter data accurately into forms and various platforms
• Coordinate and manage all event operations, acting as first-contact liaison with venues and other marketing partners
• Oversee on-site event execution, ensuring all details are in place and addressing any issues that arise promptly.
• Approximately 30 event weeks per year - flexible evening hours during event weeks
• Access to transportation
• Hybrid work option potential

Qualifications

• High personal Standards of conduct and ethics with ability to empathize and truly understand the needs and concerns of others
• Demonstrated skills as a self-starter and highly attentive to detail
• Associate or higher degree preferred
• Previous experience in a Financial Adviser firm preferred
• Punctual, dependable and loyal, with ability to exercise discretion and maintain sensitive information in confidence
• Ability to work effectively across functions and within a team environment
• Ability to handle several tasks simultaneously and to work under tight deadlines
• Strong skills in Windows, Word, Excel, CRM (Redtail preferred)
• Demonstrated strong oral and written communication skills
• Ability to work flexible schedule to oversee events

If you are passionate about working in a financial advisory firm, have strong Microsoft Office skills, ability to create exceptional events and possess the necessary skills to thrive in a fast-paced back office environment, we encourage you to apply for this exciting opportunity as a Client Specialist / Event Coordinator.

Job Type: Full-time

Pay: $24.00 - $25.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Evenings as needed
• Monday to Friday

Application Question(s):

• Are you able to work evenings during event weeks (approximately 30 event weeks/yr - work hours would be 12:00pm-8:30pm)?
• Do you have reliable transportation and are you willing to travel to venues through out the area to set up and host evening events?
• What is your background working with Word and CRM databases?

Education:

• Associate (Preferred)

Experience:

• Microsoft Excel: 1 year (Required)
• back office support: 1 year (Required)

Ability to Commute:

• Bellevue, WA 98004 (Required)

Work Location: Hybrid remote in Bellevue, WA 98004

Salary : $24 - $25