Wealth Client & Onboarding Specialist
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-07-23
Listing for:
Valid8 Financial, Inc.
Full Time
position Listed on 2026-07-23
Job specializations:
-
Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
Thread line Wealth is seeking a Client Service Associate to partner with Wealth Advisors and internal teams, providing responsive, accurate service to clients and prospects. You will be the primary contact for client service needs, coordinating with advisory operations, trading, portfolio management, tax, and billing teams.
You will support onboarding, data management, and client communications, with strong organization and judgment in a fast-paced environment.
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