Wealth Management Client Service Specialist
Job in
Kennewick, Benton County, Washington, 99536, USA
Listed on 2026-09-02
Listing for:
LPL Financial LLC
Full Time
position Listed on 2026-09-02
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Cornerstone Wealth Strategies is seeking a Client Service Specialist in Kennewick, WA to support financial advisors and deliver an exceptional client experience. The role handles administrative tasks, client communications, and event coordination within a collaborative wealth-management practice.
Ideal candidates bring strong interpersonal skills, proficiency with MS Office and CRM systems, and a client-first mindset in a fast-paced environment.
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