Job Description


Client Service Associate star

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CIM Financial Group

Everett/Lynnwood, Washington, United States

Date Posted:
Job Type:
CIM Financial Group
Job Description:
Client Service Associate

Company: CIM Financial Group, Inc.

Location: Everett/Lynnwood, Wa.

Status: Full Time, Employee
Job Category: Financial Services

Relevant Work Experience: 1-2 years in Financial Services preferred

Career Level: Experienced (Non- Manager)

Company Info:

CIM Financial Group is a Registered Investment Advisor located in downtown Everett, Wa. CIM specializes in CAN SLIM(tm) stock investing and currently manages accounts for approximately 85 clients.

Job Description:

Provide client service and administrative support to investment adviser. Communicate via phone and in-person to clients, prospects, & financial institutions in order to answer questions, solve problems, set meetings, and deepen relationships. Use specialty relationship management & investment management computer software along with Microsoft Office and Internet Explorer. Facilitate new client account set-up & quarterly account billing processes. Coordinate company seminars and other events.

Desired Skills & Characteristics:

Effective Communicator, Self-Motivated
Detail oriented, Good Penmanship
Relational & Professional, Organize & Prioritize effectively
Hard worker, Problem Solver Confident & Assertive, Willingness to learn & grow
Strong Computer skills, Numerical Aptitude

Compensation: Competitive salary commensurate with experience.
Paid holidays and vacation. Retirement Plan.

Contact info: Interested candidates should forward their resume, cover
letter, and salary requirements to: Jeff Martin.

E-mail: jeffmartin@tgi.net. Fax: 425-252-0788.
Mail: 3216 Wetmore Ave. Suite 202 Everett, Wa 98201

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About the Company

CIM Financial Group