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Accounting & Finance Financial Consultant Financial Services Financial Advisor

Senior Client Advisory Operations Specialist

Job in Bellevue, King County, Washington, 98009, USA
Listing for: Pathstone
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Accounting & Finance, Financial Consultant, Financial Services, Financial Advisor
  • Business
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 65000 - 72500 USD Yearly USD 65000.00 72500.00 YEAR
Job Description & How to Apply Below
A growing wealth management firm is seeking a Client Operations Specialist to support its Client Advisory Team in Bellevue, WA. The role requires 5+ years of experience in client operations and administration, strong analytical and interpersonal skills, and proficiency in Microsoft Excel. Responsibilities include preparing custodian paperwork, drafting letters, and acting as an information provider to financial professionals. A competitive benefits package is offered, and the expected compensation ranges from $65,000 to $72,500 per year.
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Position Requirements
10+ Years work experience
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