Client Service Specialist

Riverview Wealth Strategies is a team of Financial Advisors and administrative staff located in Downtown Spokane. We provide a holistic and collaborative approach in managing our client's financial situation. The ideal Client Service Specialist candidate will provide client facing and administrative support to general office operations and special assignments.

A Client Service Specialist will work closely with and support firm partners by engaging in business development, daily client interactions and help with administrative tasks. The salary range is $70,000 to $95,000 depending on experience. A hard working and committed candidate will have tremendous opportunity for advancement with the firm.

Responsibilities:

·        Client onboarding

·        Participating in or conducting client meetings

·        Act as key contact for client transaction requests

·        Support partners with client meeting preparation and ongoing engagement

·        Document client interactions and ensure accurate completion of tasks

·        Execute client relationship service model

·        Support administrative staff as needed

·        Develop financial plans

·        Review portfolio performance with clients

·        Assist in research and or portfolio composition.

Minimum Qualifications:

·        Collaborative, team-oriented mindset in achieving collective goals

·        Bachelor’s degree

·        Exceptional written and verbal communication skills

·        Experience with Microsoft office applications

·        High level of skill managing multiple tasks simultaneously and triaging of tasks

·        Strong problem solving skills, attention to detail and resourcefulness

Preferred Qualifications

·        Ability and willingness to pass SIE, series 7 and 66 license designations

·        CFP® Designation

·        Experience with CRM and financial planning software

Benefits:

·        Competitive paid time off policy

·        Employer subsidized health, dental and vision

·        401k Match and discretionary profit sharing plan 

·        Employer Health Savings Account contributions