Trellis Advisors, LLC
CLIENT SERVICE SPECIALIST
(Ellensburg, WA)
Opportunity:
We’re a busy and growing boutique wealth management firm in search of a rock star
Client Service Specialist to round out our awesome team. Based in our Ellensburg, WA
office, this position plays a major role in our ability to provide each of our clients with top
notch service by gathering data, creating models, building scenarios, drafting
presentations, managing client investments, developing and implementing financial
plans, and attending client meetings to observe and learn.
The ideal Trellis candidate is a master at multi-tasking with a passion for client service,
a drive to learn and grow, a dedication to details, the ability to thrive in a fast-paced,
deadline-driven environment, mad PC skills, and the ability to grasp financial concepts
quickly.
Responsibilities:
•
Collaborate as a member of the Client Service Team to provide the highest level
of service possible.
•
Effectively utilize practice management software to track client work flow and
related tasks.
•
Proactively communicate with team members, clients, custodians, and outside
managers in a timely manner.
•
Develop and implement financial plans and investment plans.
•
Portfolio management and investment analysis.
•
Prepare various analysis, reports, and other deliverables for client meetings.
•
Compile client meeting notes to generate follow-up tasks.
•
Take ownership of and responsibility for completion of all tasks related to serving
assigned clients.
•
Assist with client reporting.
•
Type and edit correspondence, including client follow-up letters, client and
advisor communications.
•
Coordinate the electronic filing of client documents and information.
Seattle Office
Ellensburg Office/Mailing Address
8804 Roosevelt Way NE
301 W. Umptanum Rd., Suite 5
Seattle, WA 98115
206.522.6111
Ellensburg, WA 98926
www.TrellisAdvisors.com
509.925.6080
Qualifications:
• Highly organized and able to manage multiple projects with competing deadlines.
• Strong analytical ability with active listening skills.
• Excellent written and oral communication skills.
• High attention to detail.
• Desire to work in a collaborative, entrepreneurial environment with a flexible cando attitude.
• Advanced PC skills, including strong experience with Microsoft Office products.
• Ability to quickly assimilate various web-based and desktop tools.
• Experience with CRM, financial planning, and portfolio management software is a
plus.
• A proactive approach to projects and tasks.
• Bachelor Degree from an accredited university.
• Some experience in financial services (wealth management, investment
management, accounting, finance, or related field) in a supporting capacity
preferred but not required.
Send resume including cover letter in PDF format to: nancy@trellisadvisors.com.