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Wealth Client Services Specialist

Job in Mountlake Terrace, Snohomish County, Washington, 98043, USA
Listing for: Hiring Steps Inc.
Full Time position Listed on 2026-11-04
Job specializations:
Salary/Wage Range or Industry Benchmark: 50000 - 65000 USD Yearly USD 50000.00 65000.00 YEAR

Job Description & How to Apply Below

AMS Financial Group, in conjunction with EmVision Capital Advisors, seeks a Client Service Specialist in Mountlake Terrace, WA. The role focuses on servicing clients, coordinating paperwork, and supporting advisors with planning and client communications.

Essential duties include managing appointments, handling inquiries, and maintaining client data. The position requires strong customer service and teamwork in a busy wealth-advisory office.

Our organisation is growing, and we are hiring a Wealth Client Services Specialist in Mountlake Terrace, WA, United States.

We have an opening for a Wealth Client Services Specialist in Mountlake Terrace, WA, United States within Sales.

This role, Wealth Client Services Specialist at Hiring Steps Inc., could be your next move.

Are you ready to take on the Wealth Client Services Specialist role at Hiring Steps Inc.?

We would love to welcome a new Wealth Client Services Specialist to our team in Mountlake Terrace, WA, United States.

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