Client Service Associate - Kennewick, WA

Job Overview

We are seeking to add a team member who will play a crucial role in supporting financial advisors and ensuring an exceptional client experience. This position is responsible for administrative tasks, client relationship management, and operational support within the office.

Responsibilities

• Perform administrative, operational, and customer support tasks
• Maintain communication with current clients via mail, email, and phone
• Answer phones and schedule appointments
• Basic graphic design for marketing materials and social media
• Aid in planning and coordinating client events

Requirements

• Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
• Proficiency in Microsoft Word, Excel, PowerPoint and Outlook; Client Relationship Management applications
• Ability to multi-task and follow through on projects and tasks
• Strong written and verbal communication skills with the ability to present complex information clearly

Core Competencies

• High attention to detail
• Strong organizational skills
• Excellent client service mindset
• Ability to work independently and collaboratively

Preferences

• Associate or bachelor’s degree, preferably in business, accounting or finance
• Prior experience in the financial services industry
• Administrative experience in a professional services environment

Pay Range

Pay Range: $23.52-$39.17/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.
Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

About the Role

Cornestone Wealth Strategies is a financial planning and investment management firm located in Kennewick, Washington. As a boutique firm, we specialize in providing comprehensive, personalized financial planning and wealth management services. Our team of fourteen advisors and support staff operates in a highly efficient, team-oriented environment designed to deliver a unique and deeply client-focused experience.