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Wealth Client Services Associate

Job in Kirkland, King County, Washington, 98034, USA
Listing for: PowerToFly
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm is seeking a Client Service Associate to provide excellent support to financial advisors and clients. This role focuses on building client relationships, executing transactions, and answering inquiries. Candidates should possess a high school diploma, excellent organization skills and have a willingness to gain relevant financial certifications. The position offers competitive compensation in a supportive environment that prioritizes employee benefits and growth.
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Position Requirements
10+ Years work experience
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