Client Experience Associate — Financial Services

Cornerstonefinancialadvisors; Idaho Falls (ID); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k) with safe harbor match

Dental and vision insurance

Flexible spending account

Paid time off

Paid holidays

Paid birthday

Paid parental leave

Paid licensing fees

Kitchen stocked with snacks & drinks

Job summary

A financial advisory firm seeks a Client Service Associate in Idaho Falls. The role involves ensuring operational excellence and providing exceptional client support. Candidates should have a college degree, experience in office or financial services, and strong communication skills. The position is full-time, in-office, offering a comprehensive benefits package including 401(k) matching and paid time off. Interested applicants should send their resumes to the provided email.

Qualifications

• Office or financial services experience is preferred.
• FINRA licensing preferred (Series 7 and Series 66) for higher compensation.
• Must pass criminal and credit background checks.

Responsibilities

• Serve as the first contact for clients and ensure a positive experience.
• Assist with client-service tasks and manage office operations.
• Handle inquiries and communicate updates to advisors.

Skills

Written communication

Verbal communication

Proficiency in MS Office

Tech savvy

Organizational skills

Education

College degree or equivalent work experience

Tools

Redtail CRM

Job description

A financial advisory firm seeks a Client Service Associate in Idaho Falls. The role involves ensuring operational excellence and providing exceptional client support. Candidates should have a college degree, experience in office or financial services, and strong communication skills. The position is full-time, in-office, offering a comprehensive benefits package including 401(k) matching and paid time off. Interested applicants should send their resumes to the provided email.