Client Experience Specialist — Financial Services
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Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
Boutique Recruiting is seeking a Client Associate to support a team of four Financial Advisors in Everett, WA. You will manage client service needs, facilitate fund transfers, and process trades to ensure smooth daily operations.
The ideal candidate has 3–5+ years in financial services, holds Series 7 (and possibly Series 65), and demonstrates strong customer service and Excel skills. You will engage with clients by phone and email, contributing to a high-quality client experience.
This is a strong opening to take on the Client Experience Specialist — Financial Services role at Boutique Recruiting.
We have an opening for a Client Experience Specialist — Financial Services in Everett, WA, United States within Finance.
This role, Client Experience Specialist — Financial Services at Boutique Recruiting, could be your next career step.
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