Client Service Specialist — Wealth Management Support

LPL Financial; Kennewick (WA); On-site; USD 32,000 - 54,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

Cornerstone Wealth Strategies is seeking a Client Service Specialist to support financial advisors and deliver an exceptional client experience. Located in Kennewick, WA, you’ll handle administrative tasks, client relations, and office operations in a fast-paced wealth management environment.

You’ll work in partnership with LPL Financial, leveraging innovative resources and a collaborative team to help clients pursue their financial goals.

Qualifications

• Excellent interpersonal skills with clients, coworkers and partners.
• Proficiency in MS Word/Excel/PowerPoint/Outlook and CRM tools.
• Able to multi-task and communicate clearly in writing and speech.

Responsibilities

• Perform administrative, operational, and customer support tasks.
• Maintain communication with clients via mail, email, and phone.
• Answer phones and schedule appointments.
• Create basic marketing graphics for materials and social media.
• Assist with planning and coordinating client events.

Skills

Communication

Microsoft Office

CRM

Multi-tasking

Client service

Education

Associate or bachelor’s degree

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

CRM applications

Job description

Cornerstone Wealth Strategies is seeking a Client Service Specialist to support financial advisors and deliver an exceptional client experience. Located in Kennewick, WA, you’ll handle administrative tasks, client relations, and office operations in a fast-paced wealth management environment.

You’ll work in partnership with LPL Financial, leveraging innovative resources and a collaborative team to help clients pursue their financial goals.