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Wealth Management

Senior Client Service Lead, Wealth Management

Job in Seattle, King County, Washington, 98127, USA
Listing for: Freestonecapital
Full Time position
Listed on 2025-12-07
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 90000 USD Yearly USD 90000.00 YEAR
Job Description & How to Apply Below
A wealth and asset management firm headquartered in Seattle seeks a Senior Associate in Client Service. This full-time in-office role entails managing workflows, serving as a primary contact for clients, and leading complex projects. The ideal candidate has over 5 years' experience in financial services, strong communication skills, and a proactive management style. The position offers a competitive salary starting at $90,000, along with performance bonuses and comprehensive benefits.
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Position Requirements
10+ Years work experience
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