We are looking for a true ‘A’ player to join our team as our Client Care Coordinator. This role is designed for the individual who thrives in serving people and loves creating an exceptional experience for clients. Our team members are highly valued, supported in their development, career growth and compensated more than competitively. And, above all, Alterra exudes our people-first values.
We’re looking for a hyper-organized and amazing people person.
If you want your daily work to have a significant positive impact on people’s lives…
If you want to work on a team with other passionate, high-performing and talented people…
If you want to learn, develop yourself, and create an opportunity for future career advancement…
If you are looking for something fun, fast paced and meaningful…
Then you have found your dream job!
Alterra Advisors is hiring a Client Care Coordinator to deliver the daily ‘Wow’ to our valued clients. You’re often the first response in serving requests from our valuable clients and an integral part of delivering the 5-Star experience we strive for every day. Success in this position is imperative to achieving Alterra’s mission of being a leading wealth management firm in the Pacific Northwest.
You’ll be the ultimate host to our clients who contact Alterra or visit our office for servicing their financial plans. You will oversee the client service schedule, coordinate memorable gifts for client’s milestones, and collaborate with the advising team to ensure our clients are receiving excellent and personable service from all members of the team.
You are the Rockstar we are looking for if you are a super people person, resourceful, enjoy working in fast-paced environment, are highly detail-oriented, have organizational and problem-solving skills and can manage tasks efficiently and effectively.
- Positive, friendly and good-humored personality.
- Mature, wise, poised and polished professional with attitude of service.
- Excellence and world-class quality work is the only acceptable standard.
- High attention to detail, processes, and efficient work.
- Superior skills in Excel, Word, and general internet savvy.
- Excellent verbal, written and editing skills.
- Residence within reasonable commute to downtown Bellevue is a must.
Full time position, starting at 40 hours a week, 8-5 PM, with great flexibility within the role.
Compensation: BETTER than competitive, complete with full medical and retirement benefits, and flexible vacation policies to help you recharge when needed!
Must satisfy background check.
The “Alterra” name was coined by joining the Latin roots “alter”, the origin of the word “altruism” with “terra” meaning earth or land. This name reflects the company philosophy of “clients before profits” and providing firmly grounded advice.