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Financial Advisor Financial Services

Wealth Management Client Services Specialist

Job in Bellevue, King County, Washington, 98009, USA
Listing for: First Technology Federal Credit Union
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 92000 - 96800 USD Yearly USD 92000.00 96800.00 YEAR
Job Description & How to Apply Below
A financial services institution in Bellevue seeks a Client Services Specialist to support Financial Advisors in client onboarding and investment product management. The ideal candidate will have at least three years in client-oriented investment roles, exceptional organizational skills, and proficiency in CRM tools. Benefits include comprehensive health coverage, 401K matching, and competitive compensation packages.
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