Opti Staffing Group
Client Services Associate – Anchorage, AK
Pay: $24+ DOE W/ Benefits
Step into a career where precision meets purpose! We’re looking for a Client Services Associate to join a respected financial management firm that values professionalism, integrity, and exceptional service. This role is ideal for someone who takes pride in helping clients achieve their goals and enjoys being part of a high‑performing, detail‑driven team.
What you’ll do
Serve as the primary point of contact for clients, providing outstanding service and support
Coordinate client meetings, prepare documentation, and ensure all information is accurate and compliant
Manage account updates, maintain records, and assist with financial reporting
Collaborate closely with advisors to deliver a seamless client experience
Handle sensitive financial information with discretion and professionalism
Contribute to process improvements that enhance client satisfaction and office efficiency
Requirements
2+ years of experience in client service, finance, banking, or administrative support
Strong communication and relationship‑building skills
Exceptional attention to detail, organization, and accuracy
Professional demeanor and ability to maintain confidentiality
Proficiency in Microsoft Office and CRM systems (financial software experience preferred)
A customer‑first mindset and a desire to grow within the financial industry
Benefits
Full‑time, permanent position
Competitive pay with growth opportunities
Comprehensive medical, dental, and vision insurance
401(k) with employer match
Paid time off, holidays, and professional development support
Work in a professional environment that values integrity, precision, and service excellence
Next Steps Just hit the “Apply” button above and you’re half‑way home! Or, send your resume to SFoust@optistaffing.com or call 907‑222‑7009 and we’ll set up a time to meet!
#J-18808-Ljbffr
Pay: $24+ DOE W/ Benefits
Step into a career where precision meets purpose! We’re looking for a Client Services Associate to join a respected financial management firm that values professionalism, integrity, and exceptional service. This role is ideal for someone who takes pride in helping clients achieve their goals and enjoys being part of a high‑performing, detail‑driven team.
What you’ll do
Serve as the primary point of contact for clients, providing outstanding service and support
Coordinate client meetings, prepare documentation, and ensure all information is accurate and compliant
Manage account updates, maintain records, and assist with financial reporting
Collaborate closely with advisors to deliver a seamless client experience
Handle sensitive financial information with discretion and professionalism
Contribute to process improvements that enhance client satisfaction and office efficiency
Requirements
2+ years of experience in client service, finance, banking, or administrative support
Strong communication and relationship‑building skills
Exceptional attention to detail, organization, and accuracy
Professional demeanor and ability to maintain confidentiality
Proficiency in Microsoft Office and CRM systems (financial software experience preferred)
A customer‑first mindset and a desire to grow within the financial industry
Benefits
Full‑time, permanent position
Competitive pay with growth opportunities
Comprehensive medical, dental, and vision insurance
401(k) with employer match
Paid time off, holidays, and professional development support
Work in a professional environment that values integrity, precision, and service excellence
Next Steps Just hit the “Apply” button above and you’re half‑way home! Or, send your resume to SFoust@optistaffing.com or call 907‑222‑7009 and we’ll set up a time to meet!
#J-18808-Ljbffr