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Financial Client Advisor

2 months ago

Bellevue, Washington, United States Rival Sourcing LLC Full time
Position Overview

We are seeking a committed professional to take on the role of Client Service Associate. In this capacity, you will be instrumental in delivering outstanding service to our clients by providing impartial and well-informed guidance.

Key Responsibilities
  • Prepare for client consultations and enhance client relationships.
  • Offer administrative assistance and manage client records within our CRM system.
  • Conduct research and generate financial reports.
  • Collaborate effectively with team members to ensure client satisfaction.
Qualifications

To excel in this role, you should possess a sincere commitment to positively influencing the lives of others and a strong enthusiasm for aiding individuals in organizing and simplifying their financial affairs.

A Bachelor's degree along with 3-5+ years of relevant industry experience is essential. Familiarity with tools such as SmartOffice and Tamarac Reporting is advantageous. Additionally, working towards or possessing the CERTIFIED FINANCIAL PLANNERTM designation is preferred.

Benefits

We provide a competitive compensation package that includes paid holidays, comprehensive medical, dental, and vision insurance, a 401k plan with employer matching, as well as opportunities for profit sharing and professional growth.

If you are motivated to advance in your career while contributing to a supportive team atmosphere, we welcome your application for this rewarding position.