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Service Advisor to Financial Planner – Client

Job in Spokane, Spokane County, Washington, 99254, USA
Listing for: Merit Financial Advisors
Full Time position
Listed on 2026-01-02
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
Position: Service Advisor to Financial Planner – Client Experience
A financial services firm is seeking a full-time Service Advisor in Spokane, WA. The role involves addressing client inquiries and ensuring high levels of customer satisfaction. Candidates should have strong customer service skills, effective communication abilities, and preferably a Bachelor's degree. This position offers a path to become a Financial Advisor with mentorship from experienced professionals.
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