Wealth Management Client Services Specialist
Job in
Kennewick, Benton County, Washington, 99536, USA
Listed on 2026-09-03
Listing for:
lplfinancial
Full Time
position Listed on 2026-09-03
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Cornerstone Wealth Strategies is seeking a Client Service Specialist to support financial advisors and deliver an exceptional client experience. This role handles administrative tasks, client communications, and operational support in the office in Kennewick, WA.
Ideal candidates have strong interpersonal skills, proficiency with MS Office and CRM tools, and the ability to multi-task in a fast-paced wealth management environment. On-site role with a client-focused team.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(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).
(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).
Search for further Jobs Here:
×