Client Experience Specialist - Wealth & Financial Services
Listed on 2026-11-04
-
Finance & Banking
Banking & Finance, Financial Sales -
Customer Service/HelpDesk
Banking & Finance
AMS Financial Group, in conjunction with EmVision Capital Advisors, seeks a Client Service Specialist to support 180 client relationships from our Mountlake Terrace office. You will serve as the primary in-office contact, handling paperwork, scheduling, and client inquiries.
The role emphasizes exceptional service without sales responsibilities, requiring strong communication, organization, and teamwork in a friendly, professional wealth-advisory environment in Washington state.
Our group is growing, and we are hiring a Client Experience Specialist
- Wealth & Financial Services in Mountlake Terrace, WA, United States.
This is a strong position to take on the Client Experience Specialist
- Wealth & Financial Services role at EmVision Capital Advisors.
As a Client Experience Specialist
- Wealth & Financial Services, you will play an important part at EmVision Capital Advisors in Mountlake Terrace, WA, United States.
(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).