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Accounting & Finance Financial Services

Client Services & Planning Associate

Job in Bellevue, King County, Washington, 98009, USA
Listing for: Apella Wealth
Full Time position
Listed on 2026-04-29
Job specializations:
  • Finance & Banking
    Accounting & Finance, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Apella Wealth in Bellevue, WA, is seeking a detail-oriented professional to provide exceptional client service and administrative support to Financial Advisors. The ideal candidate will have 3-5 years of experience in the finance or investment industry and a Bachelor's Degree. Responsibilities include managing client correspondence, processing paperwork, and ensuring organization within the team. This is an excellent opportunity for a self-starter who thrives in a fast-paced environment.
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Position Requirements
10+ Years work experience
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