HFG Trust LLC Client Services Consultant Kennewick, WA · Full time Company website

Apply for Client Services Consultant

Our mission is to Simplify Life. This means that we strive to take care of all of your financial needs under one roof. Our team of experts work collaboratively to form a truly holistic counsel to ensure you receive sound advice, precise execution, and most importantly, world-class service. At HFG Trust, we firmly believe that it all begins with establishing a clear vision of your personal goals. With this purpose, we combine fiduciary advice and an entry-to-exit service to build a roadmap that guides you through every stage of your life.

Role Responsibilities:

• Serve as a primary point of contact for client services requests and inquiries
• Process account paperwork, including new account openings, transfers, distributions and account maintenance requests
• Maintain accurate client records and ensure documentation is completed in compliance with firm and regulatory requirements
• Proactively communicate updates or outstanding items to clients and advisors
• Assist clients with online account access, statements and general account questions
• Work closely with custodians and internal departments to resolve service issues in a timely manner
• Maintain confidentiality of client information and uphold high standards of professionalism and customer service
• Identify opportunities to improve processes and enhance the client experience
• Stay current on firm policies, procedures and industry regulations
• Operate independently with limited oversight, utilizing initiative and professional judgement to carry out responsibilities effectively

Job Requirements:

• Ability to manage multiple tasks, prioritize responsibilities, and meet deadlines in a fast-paced environment
• Ability to handle confidential information with professionalism and discretion
• Strong problem-solving skills and the ability to work independently with minimal supervision
• Knowledge of financial industry practices, investment accounts or custodial platforms preferred
• Ability to learn firm systems, procedures, and compliance requirements
• Commitment to delivering exceptional customer service and maintaining a positive client experience
• High attention to detail and accuracy
• Analytical and problem-solving skills, with the ability to follow written, verbal, or diagrammed instructions and address issues involving multiple variables

 

 

Required Education and Experience:

• High School Diploma or GED required.
•  2+ years of demonstrated client care experience.
• Proficiency in Microsoft office products.

 

Environment:

• Work requires regular attendance, punctuality, and adherence to agreed-upon schedule(s) with willingness to work a flexible and/or rotating schedule, and/or extended hours, as needed.
• Climate controlled office environment.
• Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions and frequent employee and customer contacts and interruptions during the day.

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance
• 11 Paid Federal Holidays annually