It’s a great time to join our close knit and growing, fiduciary wealth management firm. Get all the advantages of working with a large company in a small business environment. Not only do we take pride in what we do, we have fun changing lives every day!

As recognized by InvestmentNews as a “Best Place to Work for Financial Advisors,” Petersen Hastings is a high-energy, collaborative team, with a mentoring culture that focuses on excellence, integrity, and servicing our clients to the best of our ability. If you have a desire to grow in the financial services industry, enjoy being incentivized for exceptional work, and thrive on exceeding the financial needs and goals of our clients, apply today!

Overview

The Client Service Specialist is part of an internal team of professionals with broad financial backgrounds focusing on money management and consulting. The Client Service team acts as a representation of Petersen Hastings’ exemplary service ethic, providing the highest level of care to all Petersen Hastings clients, guests, and team members. The position is the primary interface for client relationships and performs a wide range of customer service-related tasks. A Client Service Specialist brings positive energy and passion to all client interactions, maximizing the client experience and ultimately helping clients to realize their goals and dreams. This position reports directly to the Director of Client Service.

Essential Duties and Responsibilities

• Proactive communication with clients, verbally and in writing.
• Deliver superior operational support—troubleshoot problems, schedule and organize meetings; serve as the liaison between the team and client as needed.
• Manage client information—prepare client reports, submit and follow up on necessary paperwork, regularly update database.
• Assist clients with inquiries/requests or re-direct, as appropriate.
• Prepare account paperwork for opening new accounts and/or annuities, terminated accounts and/or account transfers:
  • Facilitate completion of all client applications and transfer documents.
  • Conduct client paperwork signing meetings with client.
• Work within a defined system where client contact is made on a scheduled, proactive basis:
  • Maintain the daily calendar and schedule of assigned team members.
  • Manage client contacts, provide appropriate follow-up in partnership with the Associate Advisor(s).
  • Compose and generate correspondence and client documents, including spreadsheets and reports.
• Develop and maintain client relation management procedures and documentation.
• Quarterly reporting and billing.
• Client Relationship Management (CRM) and Portfolio Management System (PMS) projects.

Prerequisites

Education and Experience

• High school diploma required.

• Minimum of 2 years of related experience in an administrative support role in the financial services industry.

Skills and Knowledge

• Spirit to serve: detailed, flexible, proactive, reliable, genuine concern for client satisfaction.
• Excellent follow-through and communication to team members regarding status of open items.
• Ability to handle multiple requests simultaneously and respond quickly.

Personal and Interpersonal

• Committed to strong values and upholding the highest ethical
• Adhere to strict standard for confidentiality and discretion of all client
• Ability to project a professional image of her/himself and Petersen Hastings to clients, prospects, and other third
• Work well under pressure and willing to contribute to the wider strategic
• Capable of developing partnerships with internal departments and external organizations with clarity, flexibility, and
• Collaborative, able to work with and through

About Petersen Hastings

Petersen Hastings is a fee-only, Registered Investment Advisory firm located in Kennewick and Walla Walla, WA. Originating in 1962, Petersen Hastings has continued to provide each client with a team experience through the Trusted Financial Path™ to enhance and preserve wealth. As a primary fiduciary, Petersen Hastings serves committed investors with complex financial needs by utilizing a comprehensive wealth management process that involves investment management, financial planning, advanced estate, tax, trust and retirement planning. Petersen Hastings currently manages approximately $1B in assets.