Client Services Administrator

We're working with an established wealth advisory firm based in Bellevue, WA that's looking for a Client Service Admin to serve as the welcoming front line of the practice while giving advisors and clients the support they need day to day. This is a great chance to step into a close-knit practice and make a real, immediate difference.

This position is fully in-office in Bellevue

Some key responsibilities:

• Coordinate and manage client appointments along with advisor calendars
• Deliver attentive, personalized service to clients and their families
• Open accounts, process transfers & client requests while maintaining accurate record keeping
• Manage incoming calls, emails, and walk-in questions
• Support advisors with ongoing tasks and projects

The right person for this role is dependable, polished, and comfortable in a tight-knit office environment. If you genuinely enjoy building client relationships and take pride in delivering top-notch service, this role offers real room to grow.