Senior Client Experience & Onboarding Specialist (Hybrid
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-08-17
Listing for:
Valid8 Financial, Inc.
Full Time
position Listed on 2026-08-17
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Office Administrator/ Coordinator
Job Description & How to Apply Below
Thread line Wealth in Bellevue/Seattle seeks a Senior Client Service Associate to manage high-touch client service, onboarding, account administration, and multi-step projects from initiation through completion.
You will coordinate with Wealth Advisors and internal teams, maintain CRM records, review documentation for accuracy, mentor junior associates, and support client experiences with discretion and professional judgment in a hybrid, travel-flexible environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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