Financial Associate (Public) jobs in Everett, WA

We are looking for a Client Relationship Associate to create and nurture long-term relationships with clients. You will resolve any issues that arise to ensure customers are satisfied with our services. In this role, you should be an excellent communicator who’s able to grasp customer needs and brainstorm ways to fulfill them. If you have a background in Banking or Financial Services and knowledge of the Wealth Management industry, we’d like to meet you. Your goal will be to help us safeguard and retain our clients.

Responsibilities

• Schedule regular meetings with clients to meet with their Financial Advisor
• Act as point of contact for issues or concerns and escalate issues as appropriate
• Ensure that clients are contacted and scheduled according to company guidelines
• Collaborate with our team of Advisors to address customers’ needs

Skills

• Proven experience as a Client Relations Associate or Relationship Manager
• Proven track record of meeting and exceeding targets
• Background in customer service; industry knowledge is a requirement
• Proficient in MS Office, with working knowledge of CRM platforms (e.g. Salesforce or similar)
• A customer-oriented attitude
• Excellent communication skills
• Problem-solving aptitude
• Ability to work well with a team
• Knowledge of financial calculators

Job Type: Full-time

Pay: $40,000.00 - $60,000.00 per year

Benefits:

• Dental insurance
• Flexible spending account
• Health insurance
• Paid time off
• Vision insurance

Compensation package:

• Bonus opportunities

Weekly schedule:

• Monday to Friday

Work setting:

• In-person

Education:

• Bachelor's (Preferred)

Experience:

• Customer service: 1 year (Preferred)

Work Location: In person