Senior Client Service Associate

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Located in Olympia, WA

Salary: DOE

Express has teamed up with a local Finance company that specialized in financial planning.  They are looking for a Senior Client Services Associate to add to their team.  This company offers great incentives once hired on.  Pay is DOE and is a Monday to Friday Schedule.  They would like someone that has great attention to detail, very professional and a team player. 

 

Education and/or Experience:

Bachelor’s Degree (B.A.) from four-year College or technical school; or six months to one year related experience and/or training, or equivalent combination of education and experience. Knowledge of investments, insurance, trust, bank products, and financial planning.  

 

Licenses and Certifications:

  • Series 7
  • Series 63
  • Insurance License preferred

Competencies:

To perform the job successfully, an individual should demonstrate the following competencies:

  • Identifies and resolves problems in a timely manner
  • Gathers and analyzes information skillfully
  • Responds promptly to customer needs
  • Meets commitments and maintains confidentiality
  • Participates in meetings
  • Balances time & responsibilities
  • Contributes to building a positive team spirit
  • Exhibits sound and accurate judgment and uses time efficiently
  • Reacts well under pressure and accepts responsibility for own actions
  • Follows through on commitments and monitors own work to ensure quality
  • Demonstrates accuracy and thoroughness

Easy To apply: Call the office now to speak with our Intake Specialist 360-357-7195.

Download our Free App “ExpressJobs” to search jobs near you

You can also come into the office: 1120 Harrison Avenue NW Olympia, WA 98502

 

 

Business Hours

M-F: 8AM-5PM

Sat-Sun: Closed

 

Express offers several benefits to all associates!

 

  • Sick Pay
  • Medical Benefits
  • Dental Benefits
  • 401K Retirement Savings Plan
  • Vision/Eyewear Plan
  • Life Insurance
  • Scholarship Opportunities
  • $50 Referral Bonus

 

There is NO recruiting fee

 

 

Express Office: Olympia
1120 Harrison Avenue Northwest
Olympia, WA 98502
Apply Now