Client Services Representative II
1 week ago
Company Description
3 Rivers Financial Group is a leading Investment Advisory firm located in Kennewick, WA. With over 26 years of experience in the industry, our founder has developed a very unique client service-focused approach that emphasizes accountability and commitment. We are a full-service brokerage firm that provides a wide range of financial products and services to a niche clientele .
Role Description
This is a full-time on-site role for a Client Services Representative II. As a Client Services Representative, you will be responsible for providing exceptional customer service, addressing client inquiries and concerns, and ensuring customer satisfaction. Your day-to-day tasks will include assisting our Operations Manager as well as the OM Assistant by providing requested documents, account details, and filling out paperwork properly. Basic office tasks will include but not be limited to: Answering phones, scanning, copying, and speaking with vendors.
Qualifications
- Client Services and Customer Service skills
- Excellent communication and interpersonal skills
- Strong attention to detail and problem-solving abilities
- Knowledge of all Microsoft Office products
- Ability to prioritize tasks and manage time effectively
- Ability to take copious notes and to retain/recall information as well as training that will be provided
- Able to work in a team setting but also has a strong independent work ethic
- Experience in a professional office environment is a plus
- A 90-day probationary period after which a full-time contract will be offered
We Provide
- Medical Benefits
- Retirement
- Bonuses
- PTO/SL
- Paid vacation
- Opportunities to grow
- (Company benefits provided after 90-day probation period)
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