Senior Wealth Client Services Associate
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Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
Beacon Pointe Advisors seeks a Senior Client Service Associate to join the Redmond, WA team. This role partners with Wealth Advisors to deliver a high-touch client experience and independently manages complex client-service and account-administration work.
The position requires coordination of multi-step client matters from receipt through completion, with strong judgment, follow-through, and collaboration across teams to support growth and client satisfaction.
We are currently recruiting a Senior Wealth Client Services Associate for our team in Redmond, WA, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Redmond, WA, United States.
This opportunity is part of our work in Management & Operations, Sales.
The advertised compensation is 65.000 - 90.000.
We aim to respond to suitable candidates as soon as possible.
Position Requirements
10+ Years work experience(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).
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