Client Service Representative
Lakeview Financial Group, LLC seeks a Registered Client Service Associate to provide operational and administrative support to our advisors and clients. This role is an integral part of preserving and improving our clients’ experience with the firm. The ideal candidate has a college degree and prior experience in the financial industry, works well with others, and possesses excellent communication skills and a positive and professional attitude. This is a salaried position.
Lakeview Financial Group, LLC, is a highly regarded and growing financial planning and investment advisory firm in Seattle with multiple experienced advisors. We guide clients through customized planning strategies and create and monitor diversified investment plans. We put our clients first, seeking to advance their goals.
For more information about this opportunity please go to our website: http://www.lakeview-financial.com/home. When you apply please provide a cover letter and resume with salary requirements to Lisa@Lakeview-financial.com. Lakeview offers competitive compensation and benefits, exceptional education opportunities and possibilities for advancement. No telephone calls please.