Senior Client Service Specialist – Wealth & HNW
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Auxano Advisors in Bellevue, WA, seeks a Senior Client Service Associate to support Wealth Advisors and Senior Wealth Advisors, handling complex operational requests for high-net-worth clients.
This in-person role emphasizes integrity, discretion, and meticulous attention to detail, with mentorship and a defined CSA to Senior CSA career path. You will collaborate with custodians like Schwab, manage RMDs, and ensure compliance while delivering warm, professional client service.
The Senior Client Service Specialist – Wealth & HNW Support position in the Sales field is open for applications.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Client Service Specialist – Wealth & HNW Support role in the description above.
We appreciate your interest in this position.
Join Red Balloon and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
View / Apply for Jobs
Matching My Jurisdiction