Client Service Specialist

LPU Batangas; Poulsbo (WA); On-site; USD 34,000 - 40,000; Full time

Benefits offered by this job

Health benefits/HRA

401(k)

Paid time off

Paid holidays

Professional development and licensing

Job summary

LPU Batangas in Poulsbo, WA, United States seeks a client-focused administrative professional to serve as the primary contact for clients, manage schedules, and handle onboarding and paperwork. The role emphasizes confidentiality and proactive problem-solving within a collaborative team.

Requirements include Associate's degree (or higher preferred), excellent communication, and experience with Microsoft Office. Compensation includes health benefits, 401(k), PTO, holidays, and licensing support.

Qualifications

• Associate's degree or higher preferred.
• Prior customer service experience preferred.
• Experience with Microsoft Office applications.

Responsibilities

• Serve as a primary point of contact for clients by responding to requests and answering incoming phone calls.
• Document client interactions and maintain accurate information using client relationship management software.
• Manage appointments, calendars, reminders, and client follow-up items.
• Prepare reports, forms, and documents for client meetings.
• Prepare and process client paperwork, including scanning, filing, and maintaining electronic records.
• Assist with onboarding new clients and establishing client accounts.
• Process client service requests, account maintenance items, and money movement requests.
• Maintain accurate records and compliance documentation.
• Troubleshoot and resolve issues using internal systems, available resources, and vendor support teams.
• Coordinate client events and educational workshops.
• Order office supplies and help maintain an organized, professional office environment.
• Assist with special projects and other administrative responsibilities as needed.
• Collaborate with advisors and team members to provide an exceptional client experience.

Skills

Client-focused

Organized

Communication skills

Tech-savvy

Time management

Problem-solving

Confidentiality

Team collaboration

Microsoft Office

Customer service experience

Associate's degree

Education

Associate's degree or higher preferred

Tools

Microsoft Office applications

Job description

Your Role

Here’s what you will be doing:

• Serve as a primary point of contact for clients by responding to requests and answering incoming phone calls.
• Document client interactions and maintain accurate information using client relationship management software.
• Manage appointments, calendars, reminders, and client follow-up items.
• Prepare reports, forms, and documents for client meetings.
• Prepare and process client paperwork, including scanning, filing, and maintaining electronic records.
• Assist with onboarding new clients and establishing client accounts.
• Process client service requests, account maintenance items, and money movement requests.
• Maintain accurate records and compliance documentation.
• Troubleshoot and resolve issues using internal systems, available resources, and vendor support teams.
• Coordinate client events and educational workshops.
• Order office supplies and help maintain an organized, professional office environment.
• Assist with special projects and other administrative responsibilities as needed.
• Collaborate with advisors and team members to provide an exceptional client experience.

About You

The company is looking for:

• Friendly, professional, and genuinely client-focused.
• Organized, dependable, and detail-oriented.
• Strong verbal and written communication skills.
• Comfortable learning new technology and software applications.
• Able to prioritize tasks and manage multiple responsibilities effectively.
• Proactive problem-solver who takes initiative and follows through.
• Able to maintain confidentiality when handling sensitive client information.
• Comfortable working in a collaborative, small-office environment.
• Associate's degree or higher preferred.
• Prior customer service experience preferred.
• Experience with Microsoft Office applications.
• Financial services industry experience is a plus but not required.

Compensation & Benefits

• Starting pay $25.00–$28.85 hourly, depending on experience – non-exempt
• Health benefits/HRA
• 401(k)
• Paid time off
• Paid holidays
• Professional development and licensing support