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Financial Client Associate

Vancouver, WA 98662-7918

Industry: Operations/Administrative Job Number: 67178

WE’ RE HIRING!

Opening:  Financial Client Associate

City: Vancouver Area

 

WHO THEY ARE:

 

This fun, contemporary office is bringing a fresh, new feel to the financial industry!  Through providing exceptional customer service and getting to know every aspect of each clients’ life, this company leads their clientele down the road to financial freedom and piece of mind!  Simple, honest and passionate, this enthusiastic group of individuals truly cares about you and your future.  Not only that, but this company is growing like CRAZY!

 

WHAT YOU’ LL DO:

 

As this team’ s newest Financial Client Associate, you’ ll be working hand-in-hand with customers, answering phones, emailing and doing general administration work.  Aside from creating the best customer experience, you’ ll be using your knowledge and understanding of finance to support the Financial Advisors in the office and help them change lives!

 

WHAT’ S IN IT FOR YOU:

 
  • Compensation is $40, 000/year plus opportunity for bonus!
  • Access to an artsy, contemporary-looking lounge area
  • Fancy a game ping-pong?  They have a table!
  • Kombucha and Cold Brew on Tap
  • Access to a KILLER benefits package after probationary period (i.e. 100% company-paid medical, 401k, fitness membership, $500 to spend on new technology each year, professional detailing service for your car twice per year, etc.)

 

WHAT YOU NEED TO HAVE:

The Musts:
  • +2 years of experience in a heavily customer service-based job
  • Great sense of humor
  • Honest and Integrity
  • Team-oriented
  • Basic understanding of finance
  • Willingness to learn

 

Preferred:
  • Previous Client Support experience
  • Some college or a degree is preferred

 

NEXT STEPS:

 

If you’ re interested in applying for this amazing opportunity, please send your resume to Taylor Guzman at [email protected] NOW to secure your interview today!  Or heck!  Just give us a call at (360) 816-2101!

Taylor Guzman

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