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Company Culture Working at Leonard Rickey Investment Advisors
What's it like working at Leonard Rickey Investment Advisors? We like to think of ourselves as a hard-working group that strives every day to give our clients the best service possible. We do this by being committed to our clients, but not too serious. We're professional, but not stuffy. We're smart, but always learning. In short, we're not a big investment firm, and we never want to be.
Current Job Openings Join Our Team
Locally owned, fiduciary only, registered investment advisory firm, with over 50 years of combined investment experience and over 450 million in assets under management, Leonard Rickey Investment Advisors helps guide financial decisions to keep our clients on the best path forward.
A Comprehensive Benefits Package that Includes Low-Cost Dental, Vision, and a Generous Employer Contribution to Your HSA Account
Paid Time Off Allowances, Plus 11 Paid Holidays Annually
401K, with 3% Employer Contribution
Opportunity for Career Growth
A Supportive Leadership Team
Excellent Client Service-Oriented Culture
Leonard Rickey Investment Advisors P.L.L.C. is an Equal Opportunity Employer. All qualified candidates will receive consideration for employment and will not be discriminated against based on race, color, religion, sex, national origin, protected veteran status, disability, age, sexual orientation or any other consideration prohibited by federal, state or local laws.
Join Our Team Client Service Specialist
The Client Services Specialist is an integral part of our team, providing support to our investment advisor reps, while delivering the highest level of customer service to our clients. We may have openings in our Yakima and/or Richland offices.
Job Type: Full Time
Salary: $35,000 - 48,000/year
Answer incoming calls and respond to client inquiries; ensuring all requests are responded to in a timely manner, accurately logged and tasks are created to ensure appropriate follow up.
Provide support to IAR on account related tasks including account set up, changes to existing accounts and updates for account paperwork.
Image, file and upload client documents and send notification to IAR upon completion.
Prepare and provide new client account paperwork to IAR for review in advance of new account opening appointments.
Create new client accounts within the New Client Portal.
Track all inbound transfers to ensure they are completed accurately and in full.
Process client deposits and withdrawal requests; direct to IAR as needed.
Set up new and perspective client contacts in Salesforce.
Communicates clients questions, concerns to IAR or manager as needed.
Provide ongoing support to IAR and management with administrative tasks; including but not limited to calendaring, scheduling and reporting.
Maintaining large amounts of complex and confidential information 3-5 years ensuring data integrity.
Customer Service 3-5 years
Analytical and problem-solving in a fast-paced environment 1-2 years
Bachelor or Vocational Degree preferred
Financial background, experience or college degree strongly preferred
Maintain regular and consistent attendance and punctuality
Interest and availability to work fixed hours in an office environment
Required Knowledge, Skills, & Abilities:
Ability to deliver excellent customer service
Ability to handle confidential and sensitive information with a high level of professionalism and composure
Attention to detail
Ability to quickly build relationships; understand and analyze customer needs
Highly motivated; ability to learn and master new tasks quickly
Ability to balance multiple priorities and meet deadlines
Ability to communicate clearly and concisely, both orally and in writing
Ability to work both independently and as part of a team
Proficiency in Microsoft Office Suite