Client Service Professional

Spokane, Washington State
This is an incredible opportunity to grow both professionally and financially.
October 11 2017


Our well established, high performing team in Spokane, WA is currently looking for a licensed Client Service Professional. This is an incredible opportunity for the right person to grow both professionally and financially and become a key player on this team. If you are a self-starter, focused, hardworking individual we want to speak to you.  The ideal candidate has excellent communication skills as you would be communicating with members and prospects. Other critical factors would be to multi task effectively and thrive in a fast paced environment. Prior financial services industry experience is preferred as well current licensure.

Job Description Position Roles/Responsibilities/Accountabilities


  • Research inquiries regarding client accounts
  • Track pending applications and transfers for clients
  • Manage application status reports
  • Finalize and submit all client paperwork for account and application changes
  • Update the contact management system with client/member contact and preference information
  • Assist in the preparation and follow up for the client/member meetings
  • Collaborate with financial associate to assist client with product changes
  • Verbal or written communications with prospective or existing customers regarding financial matters
  • Conducting substantive research or information gathering that will be used with making securities product recommendations or providing investment advice (e.g. conducting due diligence, etc.)
  • Support questions and transactions with variable insurance and annuities products, if appropriately licensed
  • Additional responsibilities may be assigned in accordance with business needs

Position Qualifications:


  • Previous administrative support experience desired
  • Demonstrated customer service orientation/experience, 2+ years preferred
  • Extremely strong organizational skills
  • Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn
  • Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
  • Ability to maintain integrity of sensitive/confidential information
  • Securities registered (series 7 & 66) required or obtained within first 90 days
  • Life, Health and Annuities required or obtained within first 90 days
  • Ability and willingness to travel to Lewiston, ID and Walla Walla, WA (25% day travel)

As part of the recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.