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Client Onboarding & Investment Ops Specialist

Job in Seattle, King County, Washington, 98127, USA
Listing for: Strategic Wealth Designers
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A leading financial firm is seeking an Investment Operations Associate to support client onboarding in Seattle, WA. The successful candidate will interact with teams, ensuring accurate processing of client paperwork, while maintaining organized records. This position requires strong attention to detail, proactive thinking, and the ability to work effectively in a fast-paced environment. A competitive starting salary is offered, along with comprehensive benefits including medical and vision insurance, 401(k), and paid parental leave.
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