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Client Services Administrator ***3 Month Contract***

Russell Tobin & Associates Federal Way, WA
  • Expired: over a month ago. Applications are no longer accepted.

This role will last approximately 3 Months with possible extension

Are you the kind of person who likes helping people reach their personal goals and accomplish their dreams?

Are you motivated by a fast paced environment and a tight-knit team?

Do you have a place for everything and everything is in its place?

So, tell me, what would an exceptional Client Service Manager do each day?

Job Description:

  • Utilize your highly skilled, Jedi professionalism to communicate with our clients via all platforms
  • Ignite the turbo when communicating with clients, vendors, advisors and headquarters
  • Establish phenomenal, unrivaled relationships with all of our awesome clients
  • Schedule & prepare mind-blowing client and new prospect meetings
  • Use necessary ninja moves to meet all appropriate deadlines
  • Pride yourself on the accuracy of processing daily money movements within client accounts
  • Know the Ins & Outs Client Management Systems – Track yourself, so you don’t wreck yourself!
  • Be the wing person for the advisor for ticket reconciliation & placing trades
  • Use your rock star initiative to complete other tasks as called upon

Nice to haves:

  • 1-2 years of financial industry and/or mutual fund experience would be helpful
  • Prior client-facing or client support work
  • Bachelor’s degree in a related field or you could have a good amount of relevant work experience
  • Proficiency in Microsoft Office products (Outlook, Word, Excel)
  • Experience with Schwab or other investment software (It could be your secret weapon!)

Russell Tobin & Associates

Russell Tobin, one of the nation’s leading professional recruitment and staffing advisory firms, offers a tailored approach to helping organizations connect with direct hire and contract employees across a variety of skill-sets and industries. Having a depth and breadth of industry expertise, our talent advisers and recruitment specialists are able to provide customized and swift solutions to fulfill client and candidate hiring needs. We work with each and every candidate to assess their respective goals and subsequently build a comprehensive and transparent road-map for achieving a successful placement. We take great pride in cultivating an open and honest relationship with our clients and candidates in an effort to create a long-term relationship.Our dedication to results, along with our reputation built on a consistent and successful track record of placing candidates, enables us to continuously provide best-in-class services. Russell Tobin is a division of Pride Global, a minority-owned integrated human capital solutions firm headquartered in New York with operating companies throughout the United States, Canada, India and Brazil. Pride Global companies focus on a diverse array of services including vendor management, payroll programs, business process optimization, and staffing for both direct hire and contingent labor. Follow Russell Tobin on Facebook: https://www.facebook.com/RussellTobin/Follow Russell Tobin on Instagram: @russelltobin

Address

Federal Way, WA
USA

Website