Broker Check

Employment Opportunity

About Tahoma Advisory Group

We are independent financial professionals who are committed to helping clients pursue their financial goals. Based on each individual client's needs we utilize ongoing research and strategies to develop action plans designed to help them aim for wealth creation and increased financial stability. Our goal is to deliver the professional skills and knowledge that will help our clients strive for financial independence. The company was formed in 2001 (as Edgecombe & Coplin Wealth Strategies) and currently serves over 400 families.

Client Relationship Associate

POSITION OVERVIEW

Tahoma Advisory Group is seeking an experienced, skilled, and personable individual to join our team as Client Relationship Associate. This position includes being the front-desk receptionist and managing all aspects of the client service experience and account administration to ensure standards of excellence are achieved as it relates to team branding, service standards and compliance. This role will fully coordinate all aspects of the client onboarding process to ensure this system is implemented flawlessly and consistently. As a small business, we all wear many hats and work as tight-knit team to help achieve our business goals.

  • Location: Puyallup, WA
  • Office Hours: Mon – Thurs: 8:30 am – 4:30 pm; Fri: 8:30 am – 2:30 pm
  • Salary: $20 - $25 per hour depending on qualifications


PRIMARY RESPONSIBILITIES

  • Reception: Greet and welcome clients when they arrive at the office – offer beverages, and help them feel welcomed
  • Ensure office reception and any client meeting areas are neat and professional (proper set up and take down/clean-up is maintained)
  • Answer incoming calls, schedule and confirm in-house and video appointments, maintain calendar, coordinate incoming and outgoing mail (USPS and FedEx)
  • Provide administrative support to the lead advisors
  • Consistently manage individual and corporate email box in timely manner
  • Client database (Redtail) management
  • Manage and implement client experience deliverables such as holiday and birthday greetings, recognition of major client events, maintaining service schedule, assisting with holiday client gifts and client appreciation events and workshops
  • Assist with seminar preparations including interfacing with attendees both before, during and after the seminar.
  • Conduct administrative tasks related to registering, contacting, and mailing correspondence to seminar recipients.
  • Manage new client onboarding tasks, scheduling appointments, acknowledging referrals, requesting documentation, providing correspondence, and client account portal orientation.
  • Assist with client transactions (opening new accounts, withdrawals, contributions, and various other requests) to include gathering signatures, imaging, submitting, tracking and e-filing.
  • Assist in the maintenance of the firm’s document management system
  • Work collaboratively to create smooth operations for the team and attend weekly team meetings
  • Assist other team members when needed to balance out capacity even when it means you are doing something outside of your typical job description.
  • Provide back up when other team members are away for breaks, vacation, or sick leave
  • Provide quick, effective responses and resolution to client queries and issues ensuring prompt and efficient problem resolution
  • Be willing to learn new things to build confidence and maintain enthusiasm for your role

 YOUR EXPERTISE

  • Enjoys interacting with and assisting clients and staff
  • Well organized
  • Strong verbal and written communication skills
  • Extremely high follow-through skills
  • Attention to detail with great accuracy
  • Ability to handle confidential and sensitive information
  • Ability to respond to problems with a calm, courteous and helpful manner
  • High level of proficiency with Microsoft Office (Word, Excel, Outlook)
  • Ability to work both individually and within a team
  • Ability to follow established procedures
  • Makes minimal errors but responds positively to correcting mistakes and learning from them
  • Ability to learn new software and work with a variety of web-based programs
  • Dependable, punctual, and strong work ethics

REQUIREMENTS

  • 3 – 5 years in a client service position, preferably in a financial advisory firm or bank
  • 5+ years Microsoft Office experience – Outlook, Word, Excel
  • 5+ years customer/client database experience
  • Proficient and skillful PC and Internet Experience
  • Experience in the finance field is helpful but not required

BENEFITS

  • Vacation pay provided based on years of service
  • 10 paid holidays per year
  • Sick time provided
  • Eligible for quarterly bonuses after 12 months of service
  • Employer Simple Plan match after 12 months of service
  • Opportunities for growth within the firm

Submit Your Application

To apply, please send the following documents to info@tahomaadvisory.com

  • Resume
  • Cover Letter

Employment opportunities require successful completion and Tahoma Advisory Group’s acceptance of pre-employment screenings, including background check (criminal, credit, education, etc.), FINRA Fingerprint (FBI), and drug screening (illegal and/or non-prescription).

Disclosure

Tahoma Advisory Group is an equal employment opportunity employer, we will recruit, employ, train, compensate, and promote employees without discrimination on the basis of race, creed, color, religion, national origin, sex, gender identity, age, marital status, sexual orientation, citizenship status, veteran status, disability, genetic information, height, weight, or any other classification or characteristic protected by law.

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