Client Relations Specialist

Who we are: At Public Retirement Solutions, Inc. we educate clients to leverage the power of their pensions and investments. We approach financial planning holistically with a team of experts in Pensions, Investments, Social Security, Taxation, and Estate Planning. You will be part of a dynamic team who delivers extraordinary service to each client through a personalized approach from career infancy to retirement and beyond. We believe strong teams are built on clear communication, ownership and mutual respect.

Our team commitments include:

Taking ownership and following through so that all tasks are completed efficiently and timely Communicating openly, staying curious and collaborating to determine desired outcomes Maintaining professionalism, respectfulness and a positive attitude Staying adaptable and open to feedback and growth

Our Ideal Candidate:

Is comfortable taking initiative Communicates clearly and respectfully with colleagues, clients and vendors Is growth oriented and coachable Is highly organized, detail oriented and can easily prioritize tasks based on importance and urgency Works well within a team while also able to work independently Knowledge of Microsoft Office and strong computer software skills Is comfortable with a dog-friendly environment Is punctual and dependable

Job Duties:

Input information quickly, efficiently and accurately into a computer database Prepare weekly files for the Sr. Advisor and Jr. Advisor Answering client's direct inquiries and is a client facing position Maintain client and staff confidentiality Process incoming and outgoing client documents Review, prioritize, and complete tasks daily Draft written communications and file documents Team project participation such as client events Workplace environment: Prolonged periods of computer work seated or standing Regular communication with management, staff, clients and vendors Growth oriented leadership and staff who prioritize individual accountability through regular coaching and development opportunities Participate in ongoing staff appreciation events and activities Must be able to lift and carry up to 25 pounds

Company Benefits:

Paid Sick Leave:

38 hours

Paid Vacation:

38 hours (1 week) after 1 year, 114 hours (3 weeks) after 5 years Retirement plan eligibility after 1 year Holiday pay eligibility after 3 months 4-day work week (8am-6:30pm M-Th) As Public Retirement Solutions, Inc. continues to expand, you will have the opportunity to grow with the company and increase your skill set as you learn the intricate details of the financial industry. The position comes with a starting hourly wage range of $17 - $21 along with paid sick time, vacation time, and retirement plan eligibility. This position does not include remote work opportunities. We may not be the right employer for you if you: Prefer highly structured, step-by-step directions for every task Feel uncomfortable managing multiple priorities Tend to wait for instructions rather than taking action https://www.prshelp.us/ PRS, Inc is an Equal Employment Opportunity and Affirmative Action Employer. We do not discriminate on the basis of race, religion, color, sex, age, national origin, disability, sexual orientation or any other class protected by state or federal laws in admission or access to our programs, services, activities, hiring, and employment practices. Applicants with a disability may request a reasonable accommodation during the application process. F or questions, concerns, or complaints regarding EEO/AA/ADA, contact the Oregon EEOC Officer at 1-503-947-1794.

Pay:

$17.00 - $21.00 per hour Application Question(s): Minimum of 1 year of experience in Microsoft Office and data entry Strong verbal and written communication skills Attention to detail and excellent organizational skills I agree to a financial industry background check, to include fingerprints, financial credit check and a criminal history check as a requirement of employment.

Education:

High school or equivalent (Required)

License/Certification:

SIE (Preferred) Series 65, 66 or 67 (Preferred) Series 7 (Preferred) Insurance License (Preferred)

Work Location:

In person