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Client Services Specialist Financial Advisors

Job in Kirkland, King County, Washington, 98034, USA
Listing for: Raymond James
Full Time position
Listed on 2026-07-15
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Business Administration
Salary/Wage Range or Industry Benchmark: 45000 - 60000 USD Yearly USD 45000.00 60000.00 YEAR
Job Description & How to Apply Below
Position: Client Services Specialist for Financial Advisors

Raymond James in Kirkland, WA seeks a Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. You will handle multi-channel communications, scheduling, and data management to keep client services efficient and accurate.

The role emphasizes organization, attention to detail, and proactive follow-up, with opportunities to engage in marketing events and cross-training within a fast-paced branch environment.

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