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Senior Financial Client Services Specialist

Job in Eagle, Ada County, Idaho, 83616, USA
Listing for: R|W Investment Management
Full Time position
Listed on 2026-02-15
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Idaho is looking for a Client Service Associate to manage daily client servicing and account maintenance. The ideal candidate will hold a bachelor’s degree and have over 3 years of experience in client service within the financial sector. Responsibilities include handling client calls, processing transactions, preparing for meetings, and managing client information. Proficiency in Microsoft Office is essential, alongside a commitment to quality and detail in service delivery.
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Position Requirements
10+ Years work experience
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