Careers

Join the Westface College Planning Team

 

Client Services Specialist / Administrative Support – Full Time

Westface Financial and Insurance ServicesVancouver, WA
Boutique Financial Services firm specializing in Retirement and College Financial Planning has a full time position available. This person would support the operations of Westface College Planning and Westface Financial & Insurance Services.

Description

Provide excellent service to the advisor team and our clients by supporting the daily functions of the business office in a manner that promotes efficiency, accuracy, and professionalism, maintaining and servicing existing and new client accounts.

Responsibilities and Tasks

  • Work with clients on the phone and in-person to address questions and complete their service requests.
  • Ensure new account paperwork is complete and accurate before being submitted
  • Proactively manage all client service activities to include tracking in the customer relationship management system; monitor and follow-through to completion
  • Communicate clearly with clients, advisors, and vendors using e-mail or telephone
  • Manage various documents and reports; administer client data filing system(s)
  • Other projects and tasks as assigned.

Knowledge and Skills

  • Superior communication skills both verbal and written
  • Excellent customer service skills
  • Must have strong computer skills.
  • Expert proficiency in MS Office and Google applications
  • Proficient using Salesforce
  • Strong organizational skills.

Characteristics and Traits

  • Must have great attention to detail
  • Personable, with excellent relationship building skills.
  • Ability to be self-directed and recognize priorities
  • Ability to work well under pressure and meet deadlines
  • Flexible with the ability to reprioritize tasks in the moment to meet changing business demands
  • Demonstrated ownership and accountability of job responsibilities
  • Detail oriented
  • Team player
  • Ability to problem solve and identify process improvements

Experience and Qualifications

  • Work experience in personal insurance, financial planning or securities required
  • Work experience in mortgage, title or related financial services field preferred
  • Knowledge of college financial aid process preferred.
  • Must be comfortable in small office environment
  • 5 years minimum office work experience

Education

Bachelor Degree or equivalent required

Job Type: Full-time

Job Location:

  • Vancouver, WA

Required education:

  • Bachelor’s

Required experience:

  • Insurance Agency: 2 years
  • Personal Finance: 2 years

Apply Now

 

Client Services / Administrative Support – Part Time

Westface College PlanningVancouver, WA
Boutique Financial Services firm specializing in Retirement and College Financial Planning has a part time (~25 hours per week) position available. This person would support the operations of Westface College Planning and Westface Financial and Insurance Services. The ability to work a consistent schedule is required; 9 AM – 2 PM, Monday-Friday preferred.

Description

Provide excellent service to the advisor team and our clients by supporting the daily functions of the business office in a manner that promotes efficiency, accuracy, and professionalism, maintaining and servicing existing and new client accounts.

Responsibilities and Tasks

  • Work with clients on the phone and in-person to address questions and complete their service requests.
  • Ensure new account paperwork is complete and accurate before being submitted
  • Proactively manage all client service activities to include tracking in the customer relationship management system; monitor and follow-through to completion
  • Communicate clearly with clients, advisors, and vendors using e-mail or telephone
  • Manage various documents and reports; administer client data filing system(s)
  • Other projects and tasks as assigned.

Knowledge and Skills

  • Superior communication skills both verbal and written
  • Excellent customer service skills
  • Must have strong computer skills.
  • Expert proficiency in MS Office and Google applications
  • Proficient using Salesforce
  • Strong organizational skills.

Characteristics and Traits

  • Must have great attention to detail
  • Personable, with excellent relationship building skills.
  • Ability to be self-directed and recognize priorities
  • Ability to work well under pressure and meet deadlines
  • Flexible with the ability to reprioritize tasks in the moment to meet changing business demands
  • Demonstrated ownership and accountability of job responsibilities
  • Detail oriented
  • Team player
  • Ability to problem solve and identify process improvements

Experience and Qualifications

  • Work experience in personal insurance, financial planning or securities required
  • Work experience in mortgage, title or related financial services field preferred
  • Knowledge of college financial aid process preferred.
  • Must be comfortable working alone in a small office environment
  • 5 years minimum office work experience

Education

Bachelor Degree or equivalent required

Job Type: Part-time

Job Location:

  • Vancouver, WA

Required education:

  • Bachelor’s

Required experience:

  • Personal Financial Services: 2 years
  • Insurance Agency: 2 years

Apply Now

Westface College Planning is an equal opportunity employer.

 

 

Photo Credit: thinkpanama