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Hybrid Client Service Associate – Wealth Management
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-06-29
Listing for:
Focus Financial Partners
Full Time
position Listed on 2026-06-29
Job specializations:
-
Customer Service/HelpDesk
Bank Customer Service -
Finance & Banking
Bank Customer Service
Job Description & How to Apply Below
Focus Financial Partners is seeking a Client Service Associate in Seattle, WA to enhance client experiences by providing account support and assisting the wealth management team. The role includes onboarding, account maintenance, and communicator with clients and custodians to fulfill requests.
This position follows a hybrid work model, requiring 3 days in office and 2 days remote. Candidates should possess a strong attention to detail, communication skills, and relevant experience in client service or financial management.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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